MARK SHEPTOFF FINANCIAL PLANNING, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. 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 Q3 2022
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders