TPG Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 270 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
TPG Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,439,667
+4.3%
59,762
-0.5%
0.73%
+1.4%
Q2 2023$1,379,739
+0.1%
60,067
-0.1%
0.72%
-4.0%
Q1 2023$1,379,010
-1.2%
60,140
-2.2%
0.75%
-11.1%
Q4 2022$1,395,825
+147.0%
61,463
+131.3%
0.85%
+144.1%
Q3 2022$565,00026,5740.35%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Fund Evaluation Group, LLC 2,742,480$69,494,0009.13%
WINTRUST INVESTMENTS LLC 57,502$1,457,0000.42%
iAB Financial Bank 23,665$600,0000.31%
OLD MISSION CAPITAL LLC 100,927$2,557,0000.28%
Greytown Advisors Inc. 10,000$253,0000.22%
RAYMOND JAMES & ASSOCIATES 2,916,742$73,910,0000.17%
PHILLIPS FINANCIAL MANAGEMENT, LLC 10,519$272,0000.07%
CPWM, LLC 9,878$250,0000.06%
Chicago Partners Investment Group LLC 6,938$176,0000.05%
Raymond James Financial Services Advisors, Inc. 201,825$5,114,0000.04%
View complete list of ISHARES TR shareholders