Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2022. 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 Q4 2022
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders