Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 237 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
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$249
-65.7%
10,698
-65.1%
0.01%
-67.6%
Q1 2024$726
+3.3%
30,674
+5.5%
0.03%
-2.9%
Q4 2023$703
+71.9%
29,077
+50.6%
0.04%
+52.2%
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 Q3 2022
NameSharesValueWeighting ↓
Wilshire Advisors LLC 520,568$11,071,0006.34%
COOPER/HAIMS ADVISORS, LLC 328,634$6,990,0005.79%
Gunma Bank,Ltd. 420,000$8,933,0005.45%
Morton Brown Family Wealth, LLC 299,102$6,362,0005.07%
Lester Murray Antman dba SimplyRich 405,096$8,616,0003.88%
VIEWPOINT INVESTMENT PARTNERS CORP 148,700$3,163,0003.77%
Boston Standard Wealth Management, LLC 424,408$9,027,000,0003.03%
Oakwell Private Wealth Management, LLC 255,285$5,430,0003.01%
Drake & Associates, LLC 247,948$5,274,0003.00%
Klaas Financial Asset Advisors, LLC 541,748$11,523,0002.93%
View complete list of ISHARES TR shareholders