Continuum Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 189 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$336,673
-4.9%
14,825
-10.9%
0.06%
-1.6%
Q3 2022$354,000
-14.9%
16,632
-3.4%
0.06%
-18.4%
Q2 2022$416,000
-17.0%
17,216
-4.8%
0.08%
-20.0%
Q1 2022$501,000
-18.7%
18,082
-10.1%
0.10%
-31.7%
Q4 2021$616,000
+19.8%
20,120
+7.4%
0.14%
+0.7%
Q3 2021$514,000
-3.2%
18,737
-2.2%
0.14%
-16.4%
Q2 2021$531,000
-0.6%
19,152
-4.7%
0.16%
-25.7%
Q1 2021$534,000
+2.9%
20,102
-7.3%
0.22%
-5.9%
Q4 2020$519,000
+0.6%
21,692
-9.8%
0.24%
-16.3%
Q3 2020$516,000
-4.3%
24,045
-4.9%
0.28%
-16.6%
Q2 2020$539,000
-18.5%
25,294
-31.4%
0.34%
-24.0%
Q1 2020$661,000
-33.6%
36,867
+2.3%
0.44%
-23.1%
Q4 2019$996,000
+3.2%
36,046
+3.9%
0.58%
-10.4%
Q3 2019$965,000
+13.3%
34,701
+8.6%
0.65%
+10.4%
Q2 2019$852,000
+37.4%
31,943
+37.8%
0.58%
+26.3%
Q1 2019$620,000
+27.0%
23,175
+11.2%
0.46%
+29.0%
Q4 2018$488,000
-41.9%
20,835
-37.8%
0.36%
-35.8%
Q3 2018$840,000
+5.0%
33,520
+7.5%
0.56%
-4.6%
Q2 2018$800,00031,1850.59%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 429,647$9,7576.92%
Wilshire Advisors LLC 523,143$11,880,5776.49%
Gunma Bank,Ltd. 420,000$9,5384.73%
VIEWPOINT INVESTMENT PARTNERS CORP 196,900$4,471,5994.37%
Morton Brown Family Wealth, LLC 269,848$6,128,2554.18%
Kooman & Associates 182,542$4,145,5294.08%
Lester Murray Antman dba SimplyRich 411,145$9,3373.72%
Klaas Financial Asset Advisors, LLC 596,537$13,547,3493.36%
RS CRUM INC. 297,780$6,762,5843.17%
Oakwell Private Wealth Management, LLC 277,793$6,308,6823.01%
View complete list of ISHARES TR shareholders