LAKE STREET ADVISORS GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders