TCWP LLC - 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
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$329,573
-11.2%
14,373
-12.0%
0.06%
-16.0%
Q4 2022$371,013
+14.2%
16,337
+6.8%
0.08%
+8.7%
Q3 2022$325,000
-7.9%
15,302
+4.6%
0.07%
-8.0%
Q2 2022$353,000
+12.4%
14,634
+36.1%
0.08%
+31.6%
Q1 2022$314,00010,7510.06%
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