True Link Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$657,000
-12.0%
30,8800.0%0.10%
-15.9%
Q2 2022$747,000
-17.2%
30,8800.0%0.11%
-13.1%
Q1 2022$902,000
-4.6%
30,8800.0%0.13%
+3.2%
Q4 2021$945,000
+11.7%
30,8800.0%0.13%
+8.6%
Q3 2021$846,000
-1.2%
30,8800.0%0.12%
-7.9%
Q2 2021$856,000
+8.8%
30,8800.0%0.13%
+10.5%
Q1 2021$787,000
+6.5%
30,8800.0%0.11%
-1.7%
Q4 2020$739,00030,8800.12%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Wilshire Advisors LLC 520,568$11,071,0006.34%
COOPER/HAIMS ADVISORS, LLC 328,634$6,990,0005.79%
Gunma Bank,Ltd. 420,000$8,933,0005.45%
Morton Brown Family Wealth, LLC 299,102$6,362,0005.07%
Lester Murray Antman dba SimplyRich 405,096$8,616,0003.88%
VIEWPOINT INVESTMENT PARTNERS CORP 148,700$3,163,0003.77%
Boston Standard Wealth Management, LLC 424,408$9,027,000,0003.03%
Oakwell Private Wealth Management, LLC 255,285$5,430,0003.01%
Drake & Associates, LLC 247,948$5,274,0003.00%
Klaas Financial Asset Advisors, LLC 541,748$11,523,0002.93%
View complete list of ISHARES TR shareholders