WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 244 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$622,152
+10.6%
25,730
-3.1%
0.06%
-1.5%
Q3 2023$562,359
-7.9%
26,564
-0.0%
0.06%
-24.4%
Q2 2023$610,405
-2.7%
26,574
-2.9%
0.09%
+21.1%
Q1 2023$627,502
-5.2%
27,366
+1.6%
0.07%
+54.3%
Q4 2022$661,767
-7.2%
26,923
+4.6%
0.05%
-6.1%
Q1 2022$713,000
-3.9%
25,746
-0.6%
0.05%0.0%
Q4 2021$742,000
-4.0%
25,908
-0.4%
0.05%
-3.9%
Q3 2021$773,000
+4.2%
26,008
+0.9%
0.05%
-1.9%
Q2 2021$742,000
+1.5%
25,778
-4.4%
0.05%
-8.8%
Q1 2021$731,000
+2.2%
26,968
-8.2%
0.06%
-6.6%
Q4 2020$715,000
+7.2%
29,389
-0.4%
0.06%
-6.2%
Q3 2020$667,000
-0.6%
29,511
-4.8%
0.06%
-5.8%
Q2 2020$671,000
+16.7%
31,013
-0.2%
0.07%
-8.0%
Q1 2020$575,000
-25.7%
31,075
+14.4%
0.08%
-17.6%
Q4 2019$774,000
+1.7%
27,167
-1.0%
0.09%
-12.5%
Q3 2019$761,000
+0.5%
27,446
-1.8%
0.10%
-8.8%
Q2 2019$757,000
-1.0%
27,955
-2.0%
0.11%
-4.2%
Q1 2019$765,000
+3.8%
28,530
+1.9%
0.12%0.0%
Q4 2018$737,000
+4.7%
27,995
-1.1%
0.12%
-7.8%
Q3 2018$704,000
-2.2%
28,303
+0.8%
0.13%
-12.8%
Q2 2018$720,000
+4.7%
28,084
+0.3%
0.15%
-2.0%
Q1 2018$688,000
+22.4%
28,005
+30.0%
0.15%
+0.7%
Q4 2017$562,00021,5380.15%
Other shareholders
ISHARES TR shareholders Q2 2022
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