Realta Investment Advisors - 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
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,0430.0%8290.0%0.00%0.0%
Q2 2023$19,043
-45.0%
829
-45.6%
0.00%
-50.0%
Q4 2022$34,623
+4.9%
1,525
-2.1%
0.01%
-11.1%
Q3 2022$33,000
-78.6%
1,557
-71.2%
0.01%
-78.6%
Q4 2019$154,000
-1.3%
5,415
-2.2%
0.04%0.0%
Q3 2019$156,000
+59.2%
5,538
+50.0%
0.04%
+55.6%
Q2 2019$98,000
+250.0%
3,693
+259.6%
0.03%
+107.7%
Q1 2019$28,0001,0270.01%
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