Waldron Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,958
-22.8%
557,721
-17.2%
0.62%
-19.6%
Q2 2023$15,481
+2.6%
673,980
+2.4%
0.77%
+5.2%
Q1 2023$15,091
+129.0%
658,153
+112.4%
0.73%
+79.0%
Q4 2022$6,590
-99.9%
309,8490.0%0.41%
+0.2%
Q3 2022$6,590,000
-12.5%
309,849
-0.5%
0.41%
-3.1%
Q2 2022$7,531,000
-9.5%
311,460
+9.3%
0.42%
-1.2%
Q1 2022$8,321,000
-15.2%
284,902
-11.1%
0.43%
-11.8%
Q4 2021$9,812,000
+19.8%
320,578
+7.3%
0.48%
+1.5%
Q3 2021$8,188,000
-0.8%
298,729
+0.4%
0.48%
-9.5%
Q2 2021$8,251,000
+7.1%
297,683
-1.6%
0.53%
-1.5%
Q1 2021$7,706,000
+6.3%
302,469
-0.2%
0.54%
-0.7%
Q4 2020$7,252,000
+20.7%
303,087
+6.0%
0.54%
+4.9%
Q3 2020$6,010,000285,8170.51%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders