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 ↓
CAHABA WEALTH MANAGEMENT, INC. 732,533$19,536,0004.88%
SigFig Wealth Management, LLC 1,006,455$26,842,0004.18%
Lester Murray Antman dba SimplyRich 282,855$7,544,0004.17%
Riverview Trust Co 207,962$5,546,0003.90%
Larson Financial Group LLC 191,641$5,111,0003.80%
Boston Standard Wealth Management, LLC 265,948$7,189,000,0003.52%
OptiFour Integrated Wealth Management, LLC 181,865$4,850,0003.39%
MFA WEALTH ADVISORS, LLC 148,315$3,956,0002.98%
ERn Financial, LLC 134,491$3,587,0002.70%
CAMG Solamere Management, LLC 159,868$4,268,0001.95%
View complete list of ISHARES TR shareholders