TRUEWEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 109 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
TRUEWEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$1,588,000
+32.6%
76,054
+21.5%
0.67%
+14.4%
Q1 2020$1,198,000
-31.0%
62,573
-0.4%
0.58%
-17.0%
Q4 2019$1,735,000
+12.6%
62,822
+14.5%
0.70%
+5.6%
Q3 2019$1,541,000
+12.8%
54,863
+7.1%
0.66%
+9.6%
Q2 2019$1,366,000
+4.2%
51,231
+4.4%
0.61%0.0%
Q1 2019$1,311,000
+18.3%
49,061
+3.7%
0.61%
+8.2%
Q4 2018$1,108,000
-23.8%
47,304
-18.0%
0.56%
-15.9%
Q3 2018$1,454,000
-25.7%
57,654
-24.4%
0.67%
-28.3%
Q2 2018$1,956,000
+7.1%
76,247
+2.6%
0.93%
+1.1%
Q1 2018$1,826,000
+1.2%
74,336
+7.5%
0.92%
+8.6%
Q4 2017$1,804,00069,1350.85%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$14,829,0008.47%
SVB Investment Services Inc. 219,541$5,593,0004.46%
CAHABA WEALTH MANAGEMENT, INC. 1,095,557$27,914,0004.33%
Lester Murray Antman dba SimplyRich 369,375$9,412,0003.74%
VIEWPOINT INVESTMENT PARTNERS CORP 184,300$4,696,0003.58%
Klaas Financial Asset Advisors, LLC 500,809$12,761,0003.56%
Boston Standard Wealth Management, LLC 400,176$10,277,000,0003.34%
Wiser Wealth Management, Inc 160,132$4,080,0002.80%
GP Brinson Investments LLC 132,309$3,371,0002.76%
Larson Financial Group LLC 356,908$9,094,0002.68%
View complete list of ISHARES TR shareholders