Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,459
-22.1%
683
-15.5%
0.00%0.0%
Q2 2023$18,560
-44.1%
808
-44.2%
0.00%0.0%
Q1 2023$33,226
+97623.5%
1,449
-2.2%
0.00%
-50.0%
Q4 2022$34
-99.9%
1,4810.0%0.00%0.0%
Q3 2022$32,000
-95.9%
1,481
-95.5%
0.00%
-93.8%
Q2 2022$788,000
+1508.2%
32,570
+1827.2%
0.03%
+3100.0%
Q1 2022$49,000
+14.0%
1,690
+19.9%
0.00%0.0%
Q4 2021$43,000
+760.0%
1,410
+605.0%
0.00%
Q3 2021$5,000
+66.7%
200
+60.0%
0.00%
Q2 2021$3,000
-93.2%
125
-93.3%
0.00%
-100.0%
Q1 2021$44,0001,8640.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders