Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 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 Q3 2023
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