Cresset Asset Management, 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
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$379,062
+47.4%
17,682
+58.0%
0.00%
Q2 2023$257,101
+0.2%
11,193
+0.0%
0.00%
-100.0%
Q1 2023$256,565
+7.5%
11,189
+6.5%
0.01%
+66.7%
Q4 2022$238,614
+7.0%
10,5070.0%0.00%0.0%
Q3 2022$223,000
-6.7%
10,507
+6.1%
0.00%0.0%
Q2 2022$239,000
-17.3%
9,9000.0%0.00%0.0%
Q1 2022$289,000
-9.7%
9,900
-5.4%
0.00%0.0%
Q4 2021$320,000
+18.1%
10,463
+5.7%
0.00%
-25.0%
Q3 2021$271,000
-1.1%
9,9000.0%0.00%0.0%
Q2 2021$274,000
+8.7%
9,9000.0%0.00%0.0%
Q1 2021$252,000
+6.3%
9,9000.0%0.00%0.0%
Q4 2020$237,000
+13.9%
9,9000.0%0.00%0.0%
Q3 2020$208,0009,9000.00%
Other shareholders
ISHARES TR shareholders Q3 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