MARK SHEPTOFF FINANCIAL PLANNING, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 166 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,667
-7.8%
1260.0%0.00%0.0%
Q2 2023$2,894
+0.2%
1260.0%0.00%0.0%
Q1 2023$2,889
+1.0%
1260.0%0.00%0.0%
Q4 2022$2,861
-4.6%
1260.0%0.00%0.0%
Q3 2022$3,0000.0%1260.0%0.00%0.0%
Q2 2022$3,000
-25.0%
1260.0%0.00%0.0%
Q1 2022$4,0000.0%1260.0%0.00%0.0%
Q4 2021$4,000
+33.3%
1260.0%0.00%0.0%
Q3 2021$3,0000.0%1260.0%0.00%0.0%
Q2 2021$3,0000.0%1260.0%0.00%0.0%
Q1 2021$3,0000.0%1260.0%0.00%0.0%
Q4 2020$3,0000.0%1260.0%0.00%0.0%
Q3 2020$3,0000.0%1260.0%0.00%0.0%
Q2 2020$3,000
+50.0%
1260.0%0.00%0.0%
Q1 2020$2,000
-33.3%
1260.0%0.00%0.0%
Q4 2019$3,000
-25.0%
1260.0%0.00%
-33.3%
Q3 2019$4,000
+33.3%
1260.0%0.00%
+50.0%
Q2 2019$3,0000.0%1260.0%0.00%0.0%
Q1 2019$3,000
+50.0%
126
+93.8%
0.00%0.0%
Q4 2018$2,000650.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders