Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$68,000
-12.8%
3,197
-2.0%
0.02%
-9.5%
Q2 2022$78,000
-16.1%
3,262
+2.4%
0.02%
-4.5%
Q1 2022$93,000
-4.1%
3,186
-0.3%
0.02%0.0%
Q4 2021$97,000
+11.5%
3,197
+0.2%
0.02%0.0%
Q3 2021$87,000
-1.1%
3,190
+0.1%
0.02%0.0%
Q2 2021$88,000
+8.6%
3,186
+0.1%
0.02%
-4.3%
Q1 2021$81,000
+6.6%
3,182
+0.2%
0.02%0.0%
Q4 2020$76,000
+15.2%
3,1760.0%0.02%0.0%
Q3 2020$66,000
-5.7%
3,176
-4.0%
0.02%
-11.5%
Q2 2020$70,000
+18.6%
3,310
+0.2%
0.03%
-7.1%
Q1 2020$59,0003,3050.03%
Other shareholders
ISHARES TR shareholders Q3 2020
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