Level Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,257,002
-12.3%
59,377
-4.8%
0.70%
-12.1%
Q2 2023$1,432,846
-3.0%
62,379
-3.1%
0.80%
-9.7%
Q1 2023$1,476,841
-8.6%
64,406
-9.5%
0.89%
-16.3%
Q4 2022$1,616,000
-34.3%
71,153
-38.4%
1.06%
-41.7%
Q3 2022$2,458,000
-7.3%
115,543
+5.4%
1.82%
-7.0%
Q2 2022$2,651,000
-18.4%
109,622
-1.4%
1.95%
-22.0%
Q1 2022$3,249,000
-3.4%
111,227
+1.2%
2.50%
-2.4%
Q4 2021$3,363,000109,8752.56%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders