Sage Mountain Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sage Mountain Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$160,956
-12.5%
7,603
-5.0%
0.02%
-15.4%
Q2 2023$183,898
-8.4%
8,006
-8.6%
0.03%
-18.8%
Q1 2023$200,798
-22.4%
8,757
-23.2%
0.03%
-45.8%
Q4 2022$258,780
+6.9%
11,3950.0%0.06%
-7.8%
Q3 2022$242,000
-12.3%
11,3950.0%0.06%
+30.6%
Q2 2022$276,000
-17.1%
11,3950.0%0.05%
-5.8%
Q1 2022$333,000
-4.6%
11,3950.0%0.05%
+23.8%
Q4 2021$349,000
+11.9%
11,3950.0%0.04%
-6.7%
Q3 2021$312,000
+9.9%
11,395
+11.0%
0.04%
-4.3%
Q2 2021$284,000
+9.7%
10,262
+1.1%
0.05%
-14.5%
Q1 2021$259,00010,1520.06%
Other shareholders
ISHARES TR shareholders Q1 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