Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2022. 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 Q4 2022
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders