Avior Wealth Management, 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
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$51,000
+183.3%
1,676
+149.0%
0.00%
+300.0%
Q3 2021$18,000
+20.0%
673
+20.4%
0.00%
-50.0%
Q2 2021$15,000
+7.1%
559
+0.7%
0.00%
+100.0%
Q1 2021$14,000
+7.7%
555
+0.9%
0.00%
-50.0%
Q4 2020$13,000
+8.3%
550
-7.9%
0.00%0.0%
Q3 2020$12,000
-45.5%
597
-45.5%
0.00%
-33.3%
Q2 2020$22,0001,0960.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 732,533$19,536,0004.88%
SigFig Wealth Management, LLC 1,006,455$26,842,0004.18%
Lester Murray Antman dba SimplyRich 282,855$7,544,0004.17%
Riverview Trust Co 207,962$5,546,0003.90%
Larson Financial Group LLC 191,641$5,111,0003.80%
Boston Standard Wealth Management, LLC 265,948$7,189,000,0003.52%
OptiFour Integrated Wealth Management, LLC 181,865$4,850,0003.39%
MFA WEALTH ADVISORS, LLC 148,315$3,956,0002.98%
ERn Financial, LLC 134,491$3,587,0002.70%
CAMG Solamere Management, LLC 159,868$4,268,0001.95%
View complete list of ISHARES TR shareholders