Diversified Portfolios, Inc. - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Diversified Portfolios, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,665,545
+22.5%
598,278
+32.9%
2.39%
+15.1%
Q2 2023$10,340,497
+29.3%
450,174
+29.0%
2.08%
+16.6%
Q1 2023$7,999,199
+15.3%
348,853
+14.2%
1.78%
+11.9%
Q4 2022$6,935,975
+212.4%
305,415
+192.6%
1.59%
+166.3%
Q3 2022$2,220,000
+438.8%
104,367
+513.0%
0.60%
+419.1%
Q2 2022$412,000
-60.6%
17,026
-52.5%
0.12%
-54.2%
Q1 2022$1,047,000
+349.4%
35,854
+371.0%
0.25%
+348.2%
Q4 2021$233,0007,6120.06%
Other shareholders
ISHARES TR shareholders Q4 2021
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