Level Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders