Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 166 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$1,552,000
-10.2%
73,800
-10.8%
0.06%
-55.6%
Q2 2020$1,728,000
+138.0%
82,757
+118.4%
0.12%
+96.8%
Q1 2020$726,000
-48.5%
37,886
-25.8%
0.06%
-33.7%
Q4 2019$1,410,000
+4.4%
51,047
+6.2%
0.10%
-4.0%
Q3 2019$1,350,000
+15.5%
48,083
+9.7%
0.10%
+13.8%
Q2 2019$1,169,000
+213.4%
43,818
+213.8%
0.09%
+210.7%
Q1 2019$373,000
+248.6%
13,963
+204.8%
0.03%
+180.0%
Q4 2018$107,000
+328.0%
4,581
+368.9%
0.01%
+400.0%
Q3 2018$25,000977
+16183.3%
0.00%
Q2 2018$060.00%
Other shareholders
ISHARES TR shareholders Q1 2020
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