Ten Capital Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Ten Capital Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$315
-99.9%
13,743
-7.6%
0.09%
-18.0%
Q1 2023$340,900
-13.5%
14,867
-14.4%
0.11%
-29.7%
Q4 2022$394,268
-32.0%
17,361
-36.4%
0.16%
-40.2%
Q3 2022$580,000
-13.4%
27,277
-1.6%
0.26%
-9.6%
Q2 2022$670,000
-22.3%
27,711
-6.1%
0.29%
-18.9%
Q1 2022$862,000
-2.6%
29,514
+2.1%
0.36%
-0.3%
Q4 2021$885,000
+43.9%
28,913
+28.9%
0.36%
+25.3%
Q3 2021$615,000
+118.9%
22,426
+121.5%
0.29%
+350.0%
Q2 2021$281,000
+102.2%
10,125
+84.4%
0.06%
+88.2%
Q1 2021$139,000
+172.5%
5,491
+155.2%
0.03%
+142.9%
Q4 2020$51,0002,1520.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders