Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$409
+7.6%
19,305
+16.5%
0.02%
+9.5%
Q2 2023$380
+19.5%
16,565
+19.4%
0.02%
+16.7%
Q1 2023$318
+10.0%
13,875
+9.2%
0.02%0.0%
Q4 2022$289
-99.9%
12,710
-47.0%
0.02%
-48.6%
Q3 2022$510,000
+2.2%
23,975
+16.2%
0.04%0.0%
Q2 2022$499,000
-14.8%
20,640
+2.9%
0.04%
-5.4%
Q1 2022$586,000
-3.8%
20,060
+0.8%
0.04%0.0%
Q4 2021$609,000
+11.7%
19,900
+0.1%
0.04%
+2.8%
Q3 2021$545,000
+5.6%
19,875
+6.7%
0.04%
+2.9%
Q2 2021$516,000
+19.4%
18,629
+9.8%
0.04%
+16.7%
Q1 2021$432,000
+21500.0%
16,974
+20107.1%
0.03%
Q4 2020$2,000840.00%
Other shareholders
ISHARES TR shareholders Q1 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