Advisor Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Advisor Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$534,000
-0.9%
19,299
+0.4%
0.00%0.0%
Q3 2019$539,000
+6.9%
19,217
+1.9%
0.00%0.0%
Q2 2019$504,000
-7.9%
18,856
-7.7%
0.00%
-20.0%
Q1 2019$547,000
+1172.1%
20,430
+1028.7%
0.01%
Q4 2018$43,000
+13.2%
1,810
+21.7%
0.00%
Q3 2018$38,000
-29.6%
1,487
-29.8%
0.00%
-100.0%
Q2 2018$54,000
+80.0%
2,118
+81.3%
0.00%
Q4 2017$30,0000.0%1,1680.0%0.00%
Q3 2017$30,000
+3.4%
1,168
+3.1%
0.00%
-100.0%
Q2 2017$29,000
+3.6%
1,133
+11.0%
0.00%0.0%
Q3 2016$28,000
-78.1%
1,021
-78.1%
0.00%
-66.7%
Q2 2016$128,0004,6650.00%
Other shareholders
ISHARES TR shareholders Q3 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