ERn Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 167 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ERn Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$20,166,428
+114.2%
867,374
+118.1%
1.67%
+2.4%
Q1 2024$9,415,730
+18.8%
397,624
+16.2%
1.63%
+8.9%
Q4 2023$7,925,359
+48.5%
342,053
+35.7%
1.50%
+29.4%
Q3 2023$5,336,023
-2.4%
252,056
+5.9%
1.16%
+1.2%
Q2 2023$5,465,135
+8.2%
237,925
+8.0%
1.14%
+3.0%
Q1 2023$5,052,290
+7.1%
220,335
+6.1%
1.11%
+3.3%
Q4 2022$4,716,949
+18.0%
207,704
+10.5%
1.08%
+5.2%
Q3 2022$3,998,000
-9.5%
187,945
+2.9%
1.02%
-5.1%
Q2 2022$4,417,000
-12.6%
182,660
+5.6%
1.08%
-3.7%
Q1 2022$5,053,000
+8.0%
172,996
+13.2%
1.12%
+7.1%
Q4 2021$4,677,000
+11.4%
152,794
-0.3%
1.04%
-3.0%
Q3 2021$4,200,000
-2.6%
153,211
-1.5%
1.08%
-29.6%
Q2 2021$4,314,000
+4.2%
155,616
-4.3%
1.53%
-4.6%
Q1 2021$4,142,000
+4.9%
162,547
-1.5%
1.60%
-1.5%
Q4 2020$3,950,000
+10.5%
165,055
-2.9%
1.63%
-2.8%
Q3 2020$3,575,000
+3.9%
169,976
+3.1%
1.67%
-4.1%
Q2 2020$3,441,000
+37.4%
164,796
+26.0%
1.74%
+5.8%
Q1 2020$2,504,000
-29.3%
130,752
+1.9%
1.65%
-20.0%
Q4 2019$3,543,000
-3.7%
128,273
-2.2%
2.06%
-21.6%
Q3 2019$3,681,000
+2.6%
131,098
-2.5%
2.63%
-2.7%
Q2 2019$3,587,000
-0.6%
134,491
-2.5%
2.70%
+24.2%
Q1 2019$3,607,000
+8.8%
137,886
-2.6%
2.17%
-26.9%
Q4 2018$3,314,000141,5042.97%
Other shareholders
ISHARES TR shareholders Q2 2020
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