Laurel Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$18,713
+4.0%
8240.0%0.01%
-7.7%
Q3 2022$18,000
-10.0%
8240.0%0.01%
-7.1%
Q2 2022$20,000
-16.7%
8240.0%0.01%
-12.5%
Q1 2022$24,000
-29.4%
824
-26.2%
0.02%
-38.5%
Q4 2021$34,000
+9.7%
1,1170.0%0.03%
+4.0%
Q3 2021$31,0000.0%1,1170.0%0.02%
-7.4%
Q2 2021$31,000
-79.2%
1,117
-80.9%
0.03%
-80.1%
Q1 2021$149,000
+6.4%
5,8630.0%0.14%
-0.7%
Q4 2020$140,0005,8630.14%
Other shareholders
ISHARES TR shareholders Q3 2022
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