MARK SHEPTOFF FINANCIAL PLANNING, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 189 filers reported holding ISHARES TR in Q4 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 Q4 2020
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