Capstone Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capstone Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,119,346
-10.3%
1,281,027
-2.6%
2.14%
-5.8%
Q2 2023$30,223,527
-4.4%
1,315,783
-4.6%
2.27%
-9.2%
Q1 2023$31,630,427
+0.7%
1,379,434
-0.3%
2.50%
-5.9%
Q4 2022$31,421,568
+36.1%
1,383,601
+27.4%
2.66%
+24.8%
Q3 2022$23,095,000
-12.8%
1,085,787
-0.9%
2.13%
-5.5%
Q2 2022$26,484,000
-1.4%
1,095,277
+19.1%
2.25%
+15.5%
Q1 2022$26,870,000
-5.4%
919,878
-0.8%
1.95%
-5.0%
Q4 2021$28,392,000
+15.9%
927,549
+3.8%
2.05%
+7.0%
Q3 2021$24,502,000
-3.1%
893,893
-2.0%
1.92%
-3.9%
Q2 2021$25,290,000
+9.5%
912,347
+0.6%
2.00%
-2.5%
Q1 2021$23,106,000
+5.5%
906,810
-0.9%
2.05%
-1.4%
Q4 2020$21,895,000
+16.6%
914,955
+2.4%
2.08%
+4.6%
Q3 2020$18,783,000
+0.8%
893,155
+0.0%
1.99%
-6.8%
Q2 2020$18,640,000
-17.0%
892,717
-23.9%
2.13%
-27.3%
Q1 2020$22,468,000
+271.2%
1,173,240
+435.4%
2.93%
+244.2%
Q4 2019$6,052,000
+3.2%
219,126
+4.9%
0.85%
-5.0%
Q3 2019$5,867,000
+5.3%
208,9520.0%0.90%
-0.6%
Q2 2019$5,573,000
-3.6%
208,952
-3.5%
0.90%
-8.7%
Q1 2019$5,783,000
-7.9%
216,441
-19.2%
0.99%
-21.6%
Q4 2018$6,276,000267,9661.26%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders