SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.

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 Q1 2023
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