Private Ocean, LLC - 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
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$149,841
-7.8%
7,0780.0%0.02%
-9.5%
Q2 2023$162,582
+674.2%
7,078
+606.4%
0.02%
+320.0%
Q3 2020$21,000
+5.0%
1,0020.0%0.01%0.0%
Q2 2020$20,000
-84.1%
1,002
-84.8%
0.01%
-85.3%
Q1 2020$126,000
-39.1%
6,597
-11.7%
0.03%
-32.0%
Q4 2019$207,000
-1.4%
7,4730.0%0.05%
-3.8%
Q3 2019$210,000
-14.3%
7,473
-18.9%
0.05%
-20.0%
Q2 2019$245,000
-33.4%
9,216
-33.0%
0.06%
-35.0%
Q1 2019$368,000
-72.8%
13,754
-76.1%
0.10%
-73.8%
Q4 2018$1,351,00057,6480.38%
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