Cresset Asset Management, 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 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

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 Q4 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 429,647$9,7576.92%
Wilshire Advisors LLC 523,143$11,880,5776.49%
Gunma Bank,Ltd. 420,000$9,5384.73%
VIEWPOINT INVESTMENT PARTNERS CORP 196,900$4,471,5994.37%
Morton Brown Family Wealth, LLC 269,848$6,128,2554.18%
Kooman & Associates 182,542$4,145,5294.08%
Lester Murray Antman dba SimplyRich 411,145$9,3373.72%
Klaas Financial Asset Advisors, LLC 596,537$13,547,3493.36%
RS CRUM INC. 297,780$6,762,5843.17%
Oakwell Private Wealth Management, LLC 277,793$6,308,6823.01%
View complete list of ISHARES TR shareholders