CAPITAL PERFORMANCE ADVISORS LLP - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q1 2022
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders