Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 208 filers reported holding ISHARES TR in Q2 2021. 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 Q2 2021
NameSharesValueWeighting ↓
Wilshire Advisors LLC 520,568$11,071,0006.34%
COOPER/HAIMS ADVISORS, LLC 328,634$6,990,0005.79%
Gunma Bank,Ltd. 420,000$8,933,0005.45%
Morton Brown Family Wealth, LLC 299,102$6,362,0005.07%
Lester Murray Antman dba SimplyRich 405,096$8,616,0003.88%
VIEWPOINT INVESTMENT PARTNERS CORP 148,700$3,163,0003.77%
Boston Standard Wealth Management, LLC 424,408$9,027,000,0003.03%
Oakwell Private Wealth Management, LLC 255,285$5,430,0003.01%
Drake & Associates, LLC 247,948$5,274,0003.00%
Klaas Financial Asset Advisors, LLC 541,748$11,523,0002.93%
View complete list of ISHARES TR shareholders