Klaas Financial Asset Advisors, LLC - 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
Klaas Financial Asset Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,758,594
-4.6%
641,793
+2.2%
3.12%
-3.0%
Q2 2023$14,429,353
+2.1%
628,183
+1.9%
3.22%
-1.6%
Q1 2023$14,128,799
+4.3%
616,171
+3.3%
3.27%
-2.9%
Q4 2022$13,547,349
+17.6%
596,537
+10.1%
3.36%
+14.9%
Q3 2022$11,523,000
-8.4%
541,748
+4.1%
2.93%
-6.2%
Q2 2022$12,584,000
-13.1%
520,417
+4.9%
3.12%
-6.4%
Q1 2022$14,487,000
-1.9%
495,969
+2.8%
3.33%
-0.1%
Q4 2021$14,768,000
+15.0%
482,466
+3.0%
3.34%
+6.5%
Q3 2021$12,838,000
+2.8%
468,351
+4.3%
3.13%
-0.3%
Q2 2021$12,488,000
-2.1%
449,079
-10.3%
3.14%
-11.7%
Q1 2021$12,761,000
-45.5%
500,809
-48.8%
3.56%
-29.6%
Q4 2020$23,424,000978,8605.05%
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