Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders