Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 217 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$299,988
-3.5%
13,060
-3.6%
0.00%0.0%
Q1 2023$310,769
-7.0%
13,553
-7.9%
0.00%0.0%
Q4 2022$334,200
-99.9%
14,716
-63.7%
0.00%
-40.0%
Q3 2022$431,431,000
+196005.0%
40,568
+345.7%
0.01%
+150.0%
Q2 2022$220,000
-16.3%
9,102
+1.2%
0.00%
-33.3%
Q1 2022$263,000
-6.7%
8,992
-2.3%
0.00%0.0%
Q4 2021$282,000
+11.0%
9,204
-0.6%
0.00%0.0%
Q3 2021$254,000
+7.2%
9,255
+8.4%
0.00%0.0%
Q2 2021$237,000
+2.2%
8,536
-6.3%
0.00%0.0%
Q1 2021$232,000
-3.3%
9,114
-9.6%
0.00%0.0%
Q4 2020$240,000
-99.9%
10,084
-2.9%
0.00%
-25.0%
Q3 2020$218,000,00010,3860.00%
Other shareholders
ISHARES TR shareholders Q3 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