Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 167 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$230,141
-3.0%
10,871
+5.3%
0.02%0.0%
Q2 2023$237,166
-69.0%
10,325
-69.0%
0.02%
-69.1%
Q1 2023$763,861
+4.9%
33,313
+3.9%
0.06%
+1.9%
Q4 2022$728,371
+12.6%
32,073
+5.5%
0.05%
+1.9%
Q3 2022$647,000
+1.4%
30,404
+15.2%
0.05%
+1.9%
Q2 2022$638,000
-13.1%
26,397
+4.9%
0.05%
+8.3%
Q1 2022$734,000
-27.8%
25,152
-13.0%
0.05%
-25.0%
Q4 2021$1,016,000
+58.0%
28,911
+23.1%
0.06%
+48.8%
Q3 2021$643,000
+1.3%
23,480
+2.5%
0.04%
+2.4%
Q2 2021$635,000
+7.4%
22,906
-1.2%
0.04%0.0%
Q1 2021$591,000
+6.5%
23,195
-0.0%
0.04%
+10.5%
Q4 2020$555,000
+3.4%
23,201
-9.1%
0.04%
-17.4%
Q3 2020$537,000
-0.9%
25,515
-1.8%
0.05%
-9.8%
Q2 2020$542,00025,9750.05%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders