Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$665,199
+3.1%
31,422
+11.8%
0.01%
-27.3%
Q2 2023$645,389
-17.3%
28,097
-17.4%
0.01%
-15.4%
Q1 2023$780,055
-5.2%
34,019
-6.1%
0.01%
-18.8%
Q4 2022$822,535
-0.7%
36,219
-6.6%
0.02%
-15.8%
Q3 2022$828,000
-13.6%
38,788
-2.3%
0.02%
-5.0%
Q2 2022$958,000
-14.6%
39,689
+3.3%
0.02%
+33.3%
Q1 2022$1,122,00038,4250.02%
Other shareholders
ISHARES TR shareholders Q4 2022
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