IFP Advisors, Inc - 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
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$301,101
-59.6%
14,223
-53.8%
0.01%
-12.5%
Q2 2023$745,735
+84.4%
30,764
+94.0%
0.02%
-11.1%
Q1 2023$404,426
+65025.0%
15,854
-34.5%
0.02%
+5.9%
Q4 2022$621
-99.9%
24,212
+6.7%
0.02%
+13.3%
Q3 2022$580,000
-4.8%
22,685
-4.8%
0.02%
-21.1%
Q2 2022$609,000
-34.7%
23,824
-34.6%
0.02%
+58.3%
Q1 2022$932,000
+120.9%
36,416
+165.2%
0.01%
+50.0%
Q4 2021$422,000
+9.9%
13,731
-1.5%
0.01%0.0%
Q3 2021$384,000
+0.8%
13,934
+1.6%
0.01%0.0%
Q2 2021$381,000
+9.2%
13,7190.0%0.01%
+14.3%
Q1 2021$349,000
+6.4%
13,719
-0.0%
0.01%
-46.2%
Q4 2020$328,000
+13.9%
13,7200.0%0.01%
-23.5%
Q3 2020$288,000
-2.0%
13,720
-3.7%
0.02%
-26.1%
Q2 2020$294,000
-4.9%
14,249
-11.3%
0.02%
-25.8%
Q1 2020$309,000
+209.0%
16,059
+336.1%
0.03%
+287.5%
Q4 2019$100,000
-4.8%
3,682
-0.9%
0.01%
+14.3%
Q3 2019$105,000
+56.7%
3,716
+50.0%
0.01%
-22.2%
Q1 2019$67,000
+6.3%
2,477
-7.4%
0.01%
+125.0%
Q4 2018$63,000
-74.4%
2,675
-72.6%
0.00%
-60.0%
Q3 2018$246,000
+3.8%
9,748
+5.5%
0.01%0.0%
Q2 2018$237,000
+224.7%
9,243
+228.6%
0.01%
+233.3%
Q1 2018$73,0000.0%2,8130.0%0.00%0.0%
Q4 2017$73,000
+170.4%
2,813
+166.1%
0.00%
+200.0%
Q3 2017$27,0000.0%1,057
-0.6%
0.00%0.0%
Q2 2017$27,0000.0%1,063
-0.7%
0.00%0.0%
Q1 2017$27,000
+800.0%
1,070
+855.4%
0.00%
Q4 2016$3,000
-57.1%
112
-56.2%
0.00%
Q3 2016$7,000
-78.1%
256
-77.7%
0.00%
-100.0%
Q2 2016$32,000
-52.2%
1,150
-53.6%
0.00%
-77.8%
Q1 2016$67,000
+86.1%
2,477
+72.5%
0.01%
+350.0%
Q4 2015$36,0001,4360.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 429,647$9,7576.92%
Wilshire Advisors LLC 523,143$11,880,5776.49%
Gunma Bank,Ltd. 420,000$9,5384.73%
VIEWPOINT INVESTMENT PARTNERS CORP 196,900$4,471,5994.37%
Morton Brown Family Wealth, LLC 269,848$6,128,2554.18%
Kooman & Associates 182,542$4,145,5294.08%
Lester Murray Antman dba SimplyRich 411,145$9,3373.72%
Klaas Financial Asset Advisors, LLC 596,537$13,547,3493.36%
RS CRUM INC. 297,780$6,762,5843.17%
Oakwell Private Wealth Management, LLC 277,793$6,308,6823.01%
View complete list of ISHARES TR shareholders