CAPITAL PERFORMANCE ADVISORS LLP - 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 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
CAPITAL PERFORMANCE ADVISORS LLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$887,613
-16.6%
41,928
-9.5%
0.45%
-13.9%
Q2 2023$1,064,542
+4.8%
46,345
+4.6%
0.52%
-3.8%
Q1 2023$1,015,650
+1.7%
44,294
+0.7%
0.55%
-4.7%
Q4 2022$998,642
+17.3%
43,974
+9.9%
0.57%
+4.4%
Q3 2022$851,000
-9.9%
39,996
+2.4%
0.55%
-5.5%
Q2 2022$945,000
-16.0%
39,065
+1.4%
0.58%
-9.5%
Q1 2022$1,125,000
+6.9%
38,520
+1.3%
0.64%
+0.8%
Q4 2021$1,052,00038,0130.64%
Other shareholders
ISHARES TR shareholders Q4 2021
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