MISSION WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$435,543
-17.6%
20,574
-10.6%
0.02%
-20.0%
Q2 2023$528,370
-2.8%
23,003
-3.0%
0.02%
-13.0%
Q1 2023$543,622
-0.4%
23,708
-1.3%
0.02%
-11.5%
Q4 2022$545,60824,0250.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders