LAKE STREET ADVISORS GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 260 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$1,143,856
-2.1%
48,3050.0%0.05%
-10.2%
Q4 2023$1,168,009
+16.8%
48,305
+2.3%
0.06%0.0%
Q3 2023$1,000,000
+92065.9%
47,2240.0%0.06%
-1.7%
Q2 2023$1,085
+0.7%
47,224
+0.6%
0.06%
-10.4%
Q1 2023$1,077
+129.1%
46,958
+126.7%
0.07%
+116.1%
Q4 2022$470
-100.0%
20,714
-55.2%
0.03%
-56.3%
Q3 2022$984,000
+55.9%
46,276
+77.5%
0.07%
+57.8%
Q2 2022$631,000
-37.1%
26,074
-24.1%
0.04%
-29.7%
Q1 2022$1,003,000
-4.3%
34,346
+0.3%
0.06%
-3.0%
Q4 2021$1,048,00034,2440.07%
Other shareholders
ISHARES TR shareholders Q4 2021
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