Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 168 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$70,157
-7.8%
3,3140.0%0.03%
-9.4%
Q2 2023$76,123
+100061.8%
3,3140.0%0.03%
-8.6%
Q1 2023$76
+1.3%
3,3140.0%0.04%
-2.8%
Q4 2022$75
-100.0%
3,314
-54.5%
0.04%
-50.0%
Q2 2022$174,000
+47.5%
7,290
+83.4%
0.07%
+56.5%
Q1 2022$118,000
-5.6%
3,976
+3.6%
0.05%
-16.4%
Q4 2021$125,000
+15.7%
3,836
+0.6%
0.06%
+10.0%
Q3 2021$108,000
+28.6%
3,814
+26.5%
0.05%
+25.0%
Q2 2021$84,000
+10.5%
3,014
+0.5%
0.04%
+17.6%
Q1 2021$76,000
+24.6%
3,000
+15.8%
0.03%
+21.4%
Q4 2020$61,000
+19.6%
2,590
+6.7%
0.03%
-3.4%
Q3 2020$51,000
+4.1%
2,428
+2.8%
0.03%
-3.3%
Q2 2020$49,000
+145.0%
2,363
+230.0%
0.03%
+130.8%
Q4 2019$20,0007160.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders