Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$227,000
-68.4%
9,369
-61.9%
0.02%
-66.0%
Q1 2022$719,000
-20.6%
24,619
-16.7%
0.05%
-23.1%
Q4 2021$905,000
+1.9%
29,571
-8.7%
0.06%
-3.0%
Q3 2021$888,000
+9.1%
32,401
+10.4%
0.07%
+4.7%
Q2 2021$814,000
+111.4%
29,351
+94.1%
0.06%
+77.8%
Q1 2021$385,000
-37.3%
15,124
-30.9%
0.04%
-62.1%
Q3 2019$614,000
+6.0%
21,881
+0.9%
0.10%
+2.2%
Q2 2019$579,000
+6.2%
21,691
+6.3%
0.09%
-9.7%
Q1 2019$545,000
+6.4%
20,412
+1.0%
0.10%
-5.5%
Q4 2018$512,00020,2150.11%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders