COLLECTIVE FAMILY OFFICE 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
COLLECTIVE FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,215,843
+4.8%
104,669
+13.7%
0.86%
+4.6%
Q2 2023$2,114,021
+8.5%
92,034
+8.3%
0.83%
+2.7%
Q1 2023$1,949,073
-0.1%
85,001
-1.1%
0.80%
-8.3%
Q4 2022$1,951,334
+607.0%
85,924
+808.2%
0.88%
+735.2%
Q1 2022$276,000
+4.2%
9,461
+9.1%
0.10%
+1.0%
Q4 2021$265,000
+17.3%
8,671
+5.1%
0.10%
+7.2%
Q3 2021$226,000
-10.0%
8,251
-9.0%
0.10%
-9.3%
Q2 2021$251,000
+13.1%
9,072
+4.1%
0.11%
-0.9%
Q1 2021$222,0008,7140.11%
Other shareholders
ISHARES TR shareholders Q1 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