Emerald Advisors, LLC - 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
Emerald Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,238,206
+2.4%
58,489
+11.1%
0.29%
-1.0%
Q2 2023$1,209,295
+19.8%
52,647
+19.6%
0.29%
+11.5%
Q1 2023$1,009,101
+25.0%
44,008
+23.8%
0.26%
+16.1%
Q4 2022$807,328
-7.8%
35,549
-13.7%
0.22%
-11.8%
Q3 2022$876,000
-11.4%
41,203
+0.7%
0.25%
-8.0%
Q2 2022$989,000
-24.8%
40,898
-9.2%
0.28%
-10.7%
Q1 2022$1,316,000
+1.2%
45,039
+6.0%
0.31%
-1.6%
Q4 2021$1,301,000
+117.2%
42,488
+94.5%
0.31%
+83.6%
Q3 2021$599,000
+12.2%
21,849
+13.5%
0.17%
+2.4%
Q2 2021$534,000
+35.2%
19,253
+24.3%
0.17%
+16.8%
Q1 2021$395,00015,4870.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders