Alhambra Investment Management LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Alhambra Investment Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,161,213
-2.2%
196,562
+6.2%
2.74%
-2.4%
Q2 2023$4,253,121
+2.9%
185,160
+2.7%
2.81%
-1.1%
Q1 2023$4,133,659
+12.8%
180,273
+11.7%
2.84%
+6.3%
Q4 2022$3,663,986161,3382.67%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders