Cassady Schiller Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$112,403
-5.5%
4,130
+1.2%
0.06%
-4.6%
Q2 2023$118,902
-29.5%
4,080
-45.1%
0.06%
-17.7%
Q1 2023$168,7347,4300.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 429,647$9,7576.92%
Wilshire Advisors LLC 523,143$11,880,5776.49%
Gunma Bank,Ltd. 420,000$9,5384.73%
VIEWPOINT INVESTMENT PARTNERS CORP 196,900$4,471,5994.37%
Morton Brown Family Wealth, LLC 269,848$6,128,2554.18%
Kooman & Associates 182,542$4,145,5294.08%
Lester Murray Antman dba SimplyRich 411,145$9,3373.72%
Klaas Financial Asset Advisors, LLC 596,537$13,547,3493.36%
RS CRUM INC. 297,780$6,762,5843.17%
Oakwell Private Wealth Management, LLC 277,793$6,308,6823.01%
View complete list of ISHARES TR shareholders