Brio Consultants, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 217 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$376,000
-15.9%
12,883
-11.7%
0.08%
-23.8%
Q4 2021$447,000
+19.8%
14,592
+7.3%
0.10%
+15.4%
Q3 2021$373,000
-0.8%
13,597
+0.3%
0.09%
-5.2%
Q2 2021$376,000
+0.3%
13,552
-7.8%
0.10%
-12.7%
Q1 2021$375,000
+17.2%
14,700
+9.9%
0.11%
+6.8%
Q4 2020$320,000
+29.6%
13,376
+14.1%
0.10%
+37.3%
Q3 2020$247,000
+1.6%
11,728
+0.9%
0.08%
-7.4%
Q2 2020$243,000
-29.6%
11,619
-35.6%
0.08%
-41.3%
Q1 2020$345,000
-34.4%
18,035
-5.2%
0.14%
-22.0%
Q4 2019$526,000
+4.4%
19,030
+6.0%
0.18%
-6.3%
Q3 2019$504,000
+12.8%
17,959
+7.2%
0.19%
+5.0%
Q2 2019$447,000
+12.3%
16,749
+12.3%
0.18%
+2.3%
Q1 2019$398,000
-2.7%
14,908
-14.6%
0.18%
-16.2%
Q4 2018$409,00017,4560.21%
Other shareholders
ISHARES TR shareholders Q3 2021
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