Cardinal Point Wealth Management 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
Cardinal Point Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$396,000
-11.4%
14,450
-10.4%
0.19%
-7.9%
Q2 2021$447,000
-6.7%
16,125
-14.2%
0.20%
-16.2%
Q1 2021$479,000
+24.7%
18,800
+17.1%
0.24%
+23.6%
Q4 2020$384,00016,0500.20%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 828,280$22,877,0005.07%
SVB Investment Services Inc. 181,510$5,013,0004.75%
Larson Financial Group LLC 264,731$7,312,0004.21%
Lester Murray Antman dba SimplyRich 305,189$8,362,0004.20%
Riverview Trust Co 204,136$5,638,0003.79%
Boston Standard Wealth Management, LLC 283,652$7,834,000,0003.50%
OptiFour Integrated Wealth Management, LLC 177,654$4,907,0003.37%
Ameritas Investment Company, LLC 471,400$13,020,0002.73%
VIEWPOINT INVESTMENT PARTNERS CORP 89,600$2,475,0002.63%
DWM Financial Group, Inc. 83,664$2,311,0002.35%
View complete list of ISHARES TR shareholders