EFG Asset Management (Americas) Corp. - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
EFG Asset Management (Americas) Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$836,554
-33.2%
39,516
-27.5%
0.20%
-30.7%
Q2 2023$1,252,095
+0.2%
54,5100.0%0.29%
-3.0%
Q1 2023$1,249,914
+1.0%
54,5100.0%0.30%
-2.3%
Q4 2022$1,237,922
+6.8%
54,5100.0%0.31%
+4.4%
Q3 2022$1,159,000
-12.9%
54,510
-1.0%
0.29%
-6.7%
Q2 2022$1,331,000
+13.5%
55,060
+37.1%
0.31%
+44.7%
Q1 2022$1,173,000
-3.2%
40,165
+1.5%
0.22%
+6.4%
Q4 2021$1,212,000
+9.8%
39,580
-1.7%
0.20%
+3.6%
Q3 2021$1,104,000
-0.3%
40,262
+0.8%
0.20%
-4.4%
Q2 2021$1,107,000
+8.7%
39,9440.0%0.21%
-1.0%
Q1 2021$1,018,000
+6.6%
39,944
+0.1%
0.21%
+6.7%
Q4 2020$955,000
+11.8%
39,922
-1.7%
0.20%
+1.6%
Q3 2020$854,000
+5.4%
40,623
+4.7%
0.19%
-8.6%
Q2 2020$810,000
+13.1%
38,788
+3.7%
0.21%
-8.7%
Q1 2020$716,00037,4120.23%
Other shareholders
ISHARES TR shareholders Q1 2023
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