SVB WEALTH 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
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,883,991
-16.0%
703,070
-8.8%
0.33%
+2.2%
Q2 2023$17,708,888
-5.7%
770,957
-5.9%
0.32%
+22.1%
Q1 2023$18,778,011
-20.7%
818,928
-21.5%
0.26%
-18.1%
Q4 2022$23,678,423
+11.3%
1,042,643
+4.2%
0.32%
+2.9%
Q3 2022$21,275,000
+44.2%
1,000,250
+63.9%
0.31%
+37.0%
Q2 2022$14,753,000
+5.9%
610,132
+28.0%
0.23%
+21.4%
Q1 2022$13,926,000
+474.0%
476,767
+501.4%
0.19%
+367.5%
Q4 2021$2,426,00079,2810.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders