Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.

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 Q1 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders