DGS Capital Management, LLC - 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
DGS Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$229,438
+7.9%
10,006
+6.9%
0.13%
-7.9%
Q4 2022$212,634
-14.9%
9,363
-9.5%
0.14%
-31.2%
Q2 2022$250,000
-20.4%
10,347
-3.8%
0.20%
+4.7%
Q1 2022$314,000
-4.3%
10,755
+0.4%
0.19%
-5.4%
Q4 2021$328,00010,7130.20%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders