Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$106,000
-2.8%
3,902
-1.3%
0.02%
+15.4%
Q2 2021$109,000
+137.0%
3,952
+116.3%
0.01%
+62.5%
Q1 2021$46,0001,827
+6666.7%
0.01%
Q4 2020$0
-100.0%
270.0%0.00%
Q3 2020$574,000
+2.3%
270.0%0.00%
Q2 2020$561,000
+8.5%
270.0%0.00%
Q1 2020$517,000
-32.9%
270.0%0.00%
Q4 2019$771,000270.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders