Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 252 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 10.11 and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$13,462
+1.3%
579
+3.2%
0.00%
Q1 2024$13,284
+4.6%
561
+6.9%
0.00%
Q4 2023$12,695
+14.2%
5250.0%0.00%
Q3 2023$11,114
-89.0%
525
-88.0%
0.00%
-100.0%
Q2 2023$100,815
+0.2%
4,3890.0%0.00%0.0%
Q1 2023$100,640
+1.0%
4,3890.0%0.00%0.0%
Q4 2022$99,674
+91.7%
4,389
+79.5%
0.00%
+100.0%
Q3 2022$52,000
+18.2%
2,445
+33.5%
0.00%0.0%
Q2 2022$44,000
+120.0%
1,832
+164.7%
0.00%
Q1 2022$20,000
+5.3%
692
+14.0%
0.00%
Q4 2021$19,000
+11.8%
607
-0.3%
0.00%
Q3 2021$17,0000.0%609
-1.0%
0.00%
Q2 2021$17,000
-99.9%
615
-50.0%
0.00%
Q1 2021$31,318,000
+208686.7%
1,230
+100.3%
0.00%
Q4 2020$15,000
+15.4%
6140.0%0.00%
Q3 2020$13,000
+44.4%
614
+44.8%
0.00%
Q2 2020$9,000
+12.5%
424
+0.5%
0.00%
Q1 2020$8,000
-33.3%
422
-3.0%
0.00%
Q4 2019$12,0000.0%435
+1.2%
0.00%
Q3 2019$12,000
+9.1%
430
+0.5%
0.00%
Q2 2019$11,000
-96.2%
428
-96.5%
0.00%
-100.0%
Q4 2018$289,000
-8.0%
12,356
-0.7%
0.01%
-6.7%
Q3 2018$314,000
-5.1%
12,448
-3.6%
0.02%
-25.0%
Q2 2018$331,000
-12.9%
12,907
-16.7%
0.02%
-23.1%
Q1 2018$380,000
+9.2%
15,502
+16.1%
0.03%
-3.7%
Q4 2017$348,000
+6.4%
13,356
+4.3%
0.03%
-18.2%
Q3 2017$327,000
+21.6%
12,810
+21.2%
0.03%
+10.0%
Q2 2017$269,000
+43.9%
10,568
+42.6%
0.03%
+7.1%
Q1 2017$187,0007,4130.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Wilshire Advisors LLC 520,568$11,071,0006.34%
COOPER/HAIMS ADVISORS, LLC 328,634$6,990,0005.79%
Gunma Bank,Ltd. 420,000$8,933,0005.45%
Morton Brown Family Wealth, LLC 299,102$6,362,0005.07%
Lester Murray Antman dba SimplyRich 405,096$8,616,0003.88%
VIEWPOINT INVESTMENT PARTNERS CORP 148,700$3,163,0003.77%
Boston Standard Wealth Management, LLC 424,408$9,027,000,0003.03%
Oakwell Private Wealth Management, LLC 255,285$5,430,0003.01%
Drake & Associates, LLC 247,948$5,274,0003.00%
Klaas Financial Asset Advisors, LLC 541,748$11,523,0002.93%
View complete list of ISHARES TR shareholders