Aptus Capital Advisors, LLC - 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
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$154,329
-9.5%
7,290
-1.8%
0.00%0.0%
Q2 2023$170,552
+39.7%
7,425
+39.4%
0.00%
+33.3%
Q1 2023$122,102
+56.7%
5,325
+55.2%
0.00%
+50.0%
Q4 2022$77,941
-41.8%
3,432
-45.4%
0.00%
-33.3%
Q3 2022$134,000
+47.3%
6,285
+66.7%
0.00%
+50.0%
Q2 2022$91,000
+33.8%
3,771
+60.9%
0.00%0.0%
Q1 2022$68,000
+6700.0%
2,343
+4885.1%
0.00%
Q4 2021$1,0000.0%47
-4.1%
0.00%
Q3 2021$1,0000.0%490.0%0.00%
Q2 2021$1,0000.0%490.0%0.00%
Q1 2021$1,0000.0%490.0%0.00%
Q4 2020$1,0000.0%490.0%0.00%
Q3 2020$1,000
-66.7%
49
-68.2%
0.00%
Q2 2020$3,000
-75.0%
154
-77.2%
0.00%
-100.0%
Q1 2020$12,000
-45.5%
676
-17.4%
0.00%
-50.0%
Q4 2019$22,000
-21.4%
818
-19.7%
0.00%0.0%
Q3 2019$28,0001,0190.00%
Other shareholders
ISHARES TR shareholders Q1 2023
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