Wealthspire Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,010,539
-8.6%
189,430
-0.8%
0.07%
-8.3%
Q2 2023$4,388,296
-5.5%
191,045
-5.7%
0.07%
-10.0%
Q1 2023$4,643,684
+4.3%
202,516
+3.3%
0.08%
-1.2%
Q4 2022$4,451,176
+13.8%
196,001
+6.6%
0.08%
-1.2%
Q3 2022$3,911,000
+16.9%
183,884
+32.9%
0.08%
+17.1%
Q2 2022$3,345,000
+16.3%
138,335
+40.4%
0.07%
+7.7%
Q1 2022$2,877,000
+0.9%
98,508
+5.8%
0.06%
+3.2%
Q4 2021$2,850,000
+11.7%
93,106
+0.0%
0.06%
+18.9%
Q3 2021$2,551,000
-0.4%
93,072
+0.7%
0.05%
-20.9%
Q2 2021$2,561,000
+17.8%
92,381
+8.3%
0.07%
+28.8%
Q1 2021$2,174,000
+14.2%
85,327
+7.3%
0.05%
-8.8%
Q4 2020$1,903,000
+162.1%
79,504
+109.9%
0.06%
+90.0%
Q1 2020$726,00037,8860.03%
Other shareholders
ISHARES TR shareholders Q1 2022
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