Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 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 Q4 2021
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 828,280$22,877,0005.07%
SVB Investment Services Inc. 181,510$5,013,0004.75%
Larson Financial Group LLC 264,731$7,312,0004.21%
Lester Murray Antman dba SimplyRich 305,189$8,362,0004.20%
Riverview Trust Co 204,136$5,638,0003.79%
Boston Standard Wealth Management, LLC 283,652$7,834,000,0003.50%
OptiFour Integrated Wealth Management, LLC 177,654$4,907,0003.37%
Ameritas Investment Company, LLC 471,400$13,020,0002.73%
VIEWPOINT INVESTMENT PARTNERS CORP 89,600$2,475,0002.63%
DWM Financial Group, Inc. 83,664$2,311,0002.35%
View complete list of ISHARES TR shareholders