Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 189 filers reported holding ISHARES TR in Q4 2020. 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 2020
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