Rockefeller Capital Management L.P. - 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
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$178
-99.9%
7,846
-11.1%
0.00%0.0%
Q3 2022$187,000
-11.8%
8,821
+0.6%
0.00%0.0%
Q2 2022$212,000
+91.0%
8,768
+129.2%
0.00%0.0%
Q1 2022$111,000
-5.1%
3,8260.0%0.00%0.0%
Q4 2021$117,000
+12.5%
3,8260.0%0.00%0.0%
Q3 2021$104,000
+4.0%
3,826
+5.5%
0.00%0.0%
Q2 2021$100,000
+376.2%
3,625
+331.0%
0.00%
Q1 2021$21,0008410.00%
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