Level Financial Advisors - 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
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 Q4 2022
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 732,533$19,536,0004.88%
SigFig Wealth Management, LLC 1,006,455$26,842,0004.18%
Lester Murray Antman dba SimplyRich 282,855$7,544,0004.17%
Riverview Trust Co 207,962$5,546,0003.90%
Larson Financial Group LLC 191,641$5,111,0003.80%
Boston Standard Wealth Management, LLC 265,948$7,189,000,0003.52%
OptiFour Integrated Wealth Management, LLC 181,865$4,850,0003.39%
MFA WEALTH ADVISORS, LLC 148,315$3,956,0002.98%
ERn Financial, LLC 134,491$3,587,0002.70%
CAMG Solamere Management, LLC 159,868$4,268,0001.95%
View complete list of ISHARES TR shareholders