Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

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 Q4 2021
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