Cardinal Point Wealth Management Partners, 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
Cardinal Point Wealth Management Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$326,000
-34.3%
15,605
-24.0%
0.16%
-34.5%
Q2 2022$496,000
-24.6%
20,525
-8.9%
0.24%
-18.8%
Q1 2022$658,000
+20.3%
22,525
+26.0%
0.29%
+23.6%
Q4 2021$547,00017,8790.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders