Arete Wealth Advisors, LLC - 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
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,145,326
+97860.1%
101,338
+6.3%
0.37%
+92.2%
Q2 2023$2,190
+22.2%
95,357
+22.0%
0.19%
+32.2%
Q1 2023$1,792
-100.0%
78,163
+36.6%
0.15%
+28.1%
Q4 2022$1,299,790,350
+91305.8%
57,234
-14.4%
0.11%
-18.0%
Q3 2022$1,422,000
-13.7%
66,868
-1.9%
0.14%
-16.8%
Q2 2022$1,648,000
-21.1%
68,154
-4.7%
0.17%
-4.6%
Q1 2022$2,089,000
-4.2%
71,502
+0.4%
0.18%
-5.9%
Q4 2021$2,180,000
+16.1%
71,224
+3.9%
0.19%
-10.1%
Q3 2021$1,878,000
+9784.2%
68,527
+5.9%
0.21%
+6800.0%
Q2 2021$19,000
-98.7%
64,733
+9.8%
0.00%
-98.4%
Q1 2021$1,502,000
+32.1%
58,966
+20.7%
0.19%
+19.3%
Q4 2020$1,137,000
-1.0%
48,852
-7.6%
0.16%
-6.9%
Q3 2020$1,149,000
+8.9%
52,848
+4.6%
0.17%
-5.5%
Q2 2020$1,055,000
+11.6%
50,515
+2.4%
0.18%
-1.6%
Q1 2020$945,000
-5.2%
49,355
+36.7%
0.19%
+7.5%
Q4 2019$997,000
+15.5%
36,093
+17.5%
0.17%
+4.8%
Q3 2019$863,000
+27.3%
30,716
+20.8%
0.16%
+25.0%
Q2 2019$678,000
+44.6%
25,429
+44.8%
0.13%
+34.7%
Q1 2019$469,000
+31.4%
17,559
+15.2%
0.10%
+12.6%
Q4 2018$357,000
-1.4%
15,248
+6.1%
0.09%
+8.8%
Q3 2018$362,000
+33.1%
14,371
+35.7%
0.08%
+23.1%
Q2 2018$272,00010,5890.06%
Other shareholders
ISHARES TR shareholders Q1 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