Boston Standard Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 167 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$10,399,0000.0%491,2030.0%2.74%0.0%
Q3 2023$10,399,000
-6.2%
491,203
+1.8%
2.74%
-3.2%
Q2 2023$11,088,000
+9.3%
482,699
+9.1%
2.84%
-2.6%
Q1 2023$10,142,000
+0.0%
442,314
-0.9%
2.91%
-3.3%
Q4 2022$10,140,000
-99.9%
446,534
+5.2%
3.01%
-0.8%
Q3 2022$9,027,000,000
-9.1%
424,408
+4.8%
3.03%
-5.1%
Q2 2022$9,930,000,000
-16.4%
405,160
-0.4%
3.20%
-6.1%
Q1 2022$11,878,000,000
-4.9%
406,654
-0.3%
3.40%
-2.2%
Q4 2021$12,484,000,000
+11.7%
407,838
+0.0%
3.48%
+4.3%
Q3 2021$11,174,000,000
-1.3%
407,658
-0.2%
3.34%
-2.6%
Q2 2021$11,326,000,000
+10.2%
408,578
+2.1%
3.43%
+2.5%
Q1 2021$10,277,000,000
+15.9%
400,176
+8.0%
3.34%
+1.3%
Q4 2020$8,866,000,000
+22.5%
370,487
+7.7%
3.30%
+8.2%
Q3 2020$7,236,000,000
+9.2%
344,090
+8.4%
3.05%
+1.8%
Q2 2020$6,629,000,000
+26.3%
317,487
+8.4%
3.00%
+5.0%
Q1 2020$5,248,000,000
-33.0%
292,862
+3.2%
2.85%
-18.5%
Q4 2019$7,834,000,000
+1.0%
283,652
+2.7%
3.50%
-6.5%
Q3 2019$7,758,000,000
+7.9%
276,283
+3.9%
3.74%
+6.4%
Q2 2019$7,189,000,000
+3.2%
265,948
+2.1%
3.52%
-3.0%
Q1 2019$6,968,000,000
+15.1%
260,484
+0.8%
3.63%
+0.7%
Q4 2018$6,054,000,000
-2.9%
258,517
+3.5%
3.60%
+6.2%
Q3 2018$6,235,000,000
+18.3%
249,808
+16.4%
3.39%
+2.9%
Q1 2018$5,270,000,000
+5.8%
214,588
+12.4%
3.30%
+4.1%
Q4 2017$4,981,000,000190,9183.17%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
SVB Investment Services Inc. 266,747$7,394,0004.93%
CAHABA WEALTH MANAGEMENT, INC. 1,028,523$29,683,0004.59%
Boston Standard Wealth Management, LLC 408,578$11,326,000,0003.43%
Klaas Financial Asset Advisors, LLC 449,079$12,488,0003.14%
VIEWPOINT INVESTMENT PARTNERS CORP 169,700$4,704,0003.10%
Wiser Wealth Management, Inc 171,689$4,759,0002.90%
GP Brinson Investments LLC 135,241$3,749,0002.66%
Oakwell Private Wealth Management, LLC 149,001$4,130,0002.65%
Larson Financial Group LLC 390,839$10,834,0002.52%
PDS Planning, Inc 361,495$10,021,0002.44%
View complete list of ISHARES TR shareholders