Fortis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 66 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,514
-7.8%
638
-95.6%
0.01%0.0%
Q2 2023$14,663
-23.8%
14,663
-0.7%
0.01%
-23.1%
Q1 2023$19,255
+1.7%
14,759
+1.6%
0.01%
-7.1%
Q4 2022$18,941
+215.7%
14,520
+852.1%
0.01%
+250.0%
Q3 2022$6,000
-70.0%
1,525
-90.0%
0.00%
-69.2%
Q2 2022$20,000
-99.1%
15,244
-84.0%
0.01%
-99.0%
Q1 2022$2,267,000
-3.4%
94,991
+0.1%
1.24%
-8.7%
Q4 2021$2,347,000
+9.6%
94,914
+0.9%
1.36%
+4.0%
Q3 2021$2,142,000
+2.4%
94,109
+2.8%
1.31%
+8.4%
Q2 2021$2,091,000
+15.8%
91,587
+1.6%
1.21%
-5.8%
Q1 2021$1,805,000
-23.8%
90,168
-8.9%
1.28%
-38.6%
Q4 2020$2,369,000
+0.9%
98,985
-11.4%
2.09%
-4.7%
Q3 2020$2,349,000
+59.6%
111,677
+58.4%
2.19%
+50.3%
Q2 2020$1,472,000
-16.6%
70,483
-23.5%
1.46%
+23.4%
Q1 2020$1,764,000
-11.8%
92,101
+27.2%
1.18%
-2.2%
Q4 2019$1,999,000
+4.4%
72,393
+6.2%
1.21%
+34.3%
Q3 2019$1,915,000
+5.2%
68,187
-0.1%
0.90%
+1.8%
Q2 2019$1,820,000
+7.4%
68,226
+7.6%
0.88%
-0.5%
Q1 2019$1,694,000
+8.5%
63,382
-5.0%
0.89%
-6.1%
Q4 2018$1,562,000
-3.5%
66,688
+3.9%
0.95%
+4.0%
Q3 2018$1,619,000
-7.2%
64,186
-5.6%
0.91%
-9.2%
Q2 2018$1,745,000
+6.0%
67,993
+1.5%
1.00%
+10.5%
Q1 2018$1,646,000
+2948.1%
67,012
+3117.1%
0.91%
+2648.5%
Q4 2017$54,0002,0830.03%
Other shareholders
ISHARES TR shareholders Q1 2018
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