Klaas Financial Asset Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 252 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 10.11 and the average weighting 0.4%.

Quarter-by-quarter ownership
Klaas Financial Asset Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$851,299
-94.7%
36,615
-94.6%
0.16%
-95.1%
Q1 2024$15,939,267
-0.7%
673,111
+1.4%
3.18%
-5.1%
Q4 2023$16,055,531
+16.7%
664,000
+3.5%
3.35%
+7.5%
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 Q2 2023
NameSharesValueWeighting ↓
Wilshire Advisors LLC 520,568$11,071,0006.34%
COOPER/HAIMS ADVISORS, LLC 328,634$6,990,0005.79%
Gunma Bank,Ltd. 420,000$8,933,0005.45%
Morton Brown Family Wealth, LLC 299,102$6,362,0005.07%
Lester Murray Antman dba SimplyRich 405,096$8,616,0003.88%
VIEWPOINT INVESTMENT PARTNERS CORP 148,700$3,163,0003.77%
Boston Standard Wealth Management, LLC 424,408$9,027,000,0003.03%
Oakwell Private Wealth Management, LLC 255,285$5,430,0003.01%
Drake & Associates, LLC 247,948$5,274,0003.00%
Klaas Financial Asset Advisors, LLC 541,748$11,523,0002.93%
View complete list of ISHARES TR shareholders