Larson Financial Group LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Larson Financial Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,935,572
-3.3%
611,033
+4.9%
1.27%
-4.9%
Q2 2023$13,375,050
+10.1%
582,283
+10.0%
1.34%
+1.3%
Q1 2023$12,142,950
+11.8%
529,566
+10.8%
1.32%
+1.5%
Q4 2022$10,857,709
-5.5%
478,103
-11.5%
1.30%
-20.4%
Q3 2022$11,485,000
-5.5%
539,949
+7.5%
1.63%
-22.2%
Q2 2022$12,148,000
-14.8%
502,403
+3.0%
2.10%
-7.7%
Q1 2022$14,250,000
+4.1%
487,849
+9.1%
2.28%
+4.8%
Q4 2021$13,692,000
+21.4%
447,298
+8.7%
2.17%
-2.9%
Q3 2021$11,278,000
+4.1%
411,467
+5.3%
2.24%
-11.1%
Q2 2021$10,834,000
+19.1%
390,839
+9.5%
2.52%
-6.0%
Q1 2021$9,094,000
+23.6%
356,908
+16.1%
2.68%
+7.0%
Q4 2020$7,355,000
+19.3%
307,357
+4.8%
2.50%
-1.1%
Q3 2020$6,165,000
-44.2%
293,166
-44.6%
2.53%
-51.8%
Q2 2020$11,040,000
+28.8%
528,743
+18.1%
5.25%
-2.1%
Q1 2020$8,572,000
+17.2%
447,642
+69.1%
5.36%
+27.4%
Q4 2019$7,312,000
+26.8%
264,731
+28.9%
4.21%
+11.7%
Q3 2019$5,766,000
+12.8%
205,345
+7.2%
3.77%
-0.8%
Q2 2019$5,111,000
+10.8%
191,641
+11.0%
3.80%
+3.9%
Q1 2019$4,612,000
+35.1%
172,603
+18.4%
3.65%
+15.8%
Q4 2018$3,413,000
+19.4%
145,723
+28.6%
3.16%
-3.5%
Q3 2018$2,859,000
+6.2%
113,354
+8.0%
3.27%
+5.4%
Q2 2018$2,693,000
+38.9%
104,944
+33.0%
3.10%
+36.2%
Q1 2018$1,939,000
+122.6%
78,933
+136.4%
2.28%
+211.4%
Q4 2017$871,00033,3850.73%
Other shareholders
ISHARES TR shareholders Q3 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