COOPER/HAIMS ADVISORS, LLC - 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 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
COOPER/HAIMS ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,321,604
-3.4%
440,321
+4.9%
7.25%
-2.0%
Q2 2023$9,645,066
+10.5%
419,898
+10.3%
7.40%
+5.9%
Q1 2023$8,730,586
+89380.2%
380,750
-11.4%
6.99%
+1.0%
Q4 2022$9,757
-99.9%
429,647
+30.7%
6.92%
+19.6%
Q3 2022$6,990,000
-1.5%
328,634
+12.0%
5.79%
+24.4%
Q2 2022$7,094,000
-6.8%
293,402
+12.6%
4.65%
-6.2%
Q1 2022$7,610,000
+46.9%
260,529
+53.9%
4.96%
+55.5%
Q4 2021$5,182,000
+103.9%
169,304
+82.6%
3.19%
+108.2%
Q3 2021$2,541,00092,7151.53%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders