TFC Financial Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 244 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TFC Financial Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$501,478
-7.8%
23,6880.0%0.12%
-10.4%
Q2 2023$544,117
+4.5%
23,688
+4.3%
0.13%
-0.7%
Q1 2023$520,835
-2.0%
22,714
-2.9%
0.14%
-11.8%
Q4 2022$531,232
+4.6%
23,392
-2.1%
0.15%
-5.0%
Q3 2022$508,000
-16.9%
23,901
-5.5%
0.16%
-11.5%
Q2 2022$611,000
-12.7%
25,281
+5.5%
0.18%
-9.0%
Q1 2022$700,000
+32.8%
23,967
+39.3%
0.20%
+25.0%
Q4 2021$527,000
+18.7%
17,203
+6.2%
0.16%
+8.8%
Q3 2021$444,000
-1.1%
16,1950.0%0.15%
-3.9%
Q2 2021$449,000
+9.2%
16,195
+0.4%
0.15%
-5.6%
Q1 2021$411,000
+33.9%
16,123
+25.7%
0.16%
+24.6%
Q4 2020$307,000
+47.6%
12,824
+29.5%
0.13%
+26.2%
Q3 2020$208,0009,9030.10%
Other shareholders
ISHARES TR shareholders Q2 2022
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