180 WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
180 WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$524,720
-10.9%
24,786
-2.4%
0.12%
-8.5%
Q2 2023$589,071
+6.9%
25,391
+5.7%
0.13%
+0.8%
Q1 2023$551,049
-5.8%
24,032
+0.7%
0.13%
-7.2%
Q4 2022$584,859
+26.3%
23,862
+9.6%
0.14%
+8.7%
Q3 2022$463,000
-8.0%
21,772
+6.2%
0.13%
-0.8%
Q2 2022$503,000
-12.2%
20,507
+5.5%
0.13%
+2.4%
Q1 2022$573,000
+6.3%
19,442
+2.8%
0.12%
+3.3%
Q4 2021$539,000
-1.6%
18,917
-0.7%
0.12%0.0%
Q3 2021$548,000
-0.4%
19,042
-1.1%
0.12%
-4.0%
Q2 2021$550,000
+6.0%
19,252
+0.5%
0.13%
-2.3%
Q1 2021$519,000
+7.2%
19,147
-5.9%
0.13%
-7.9%
Q4 2020$484,000
+10.8%
20,353
-1.2%
0.14%
-14.6%
Q3 2020$437,000
+3.1%
20,606
+1.5%
0.16%
-2.4%
Q2 2020$424,000
-62.2%
20,302
-67.9%
0.17%
-71.1%
Q1 2020$1,122,000
-27.1%
63,253
+14.2%
0.58%
-5.2%
Q4 2019$1,540,000
+0.5%
55,384
+2.2%
0.61%
-9.3%
Q3 2019$1,532,000
+14.2%
54,217
+8.1%
0.68%
+12.1%
Q2 2019$1,342,000
+2.2%
50,138
+0.4%
0.60%
+1.3%
Q1 2019$1,313,000
+51.3%
49,926
+45.1%
0.60%
+47.2%
Q4 2018$868,000
-1.8%
34,402
-1.8%
0.40%
-1.0%
Q3 2018$884,000
+13.8%
35,040
+15.7%
0.41%
+6.2%
Q2 2018$777,000
+108.9%
30,292
+101.0%
0.38%
+99.5%
Q1 2018$372,00015,0740.19%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders