Morton Brown Family Wealth, 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
Morton Brown Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,886,023
+1.0%
325,273
+9.5%
3.52%
-3.3%
Q2 2023$6,820,773
+6.4%
296,943
+6.2%
3.64%
-4.7%
Q1 2023$6,408,931
+4.6%
279,500
+3.6%
3.82%
-8.5%
Q4 2022$6,128,255
-3.7%
269,848
-9.8%
4.18%
-17.6%
Q3 2022$6,362,000
-12.3%
299,102
-0.4%
5.07%
-9.8%
Q2 2022$7,258,000
-16.0%
300,166
+1.5%
5.62%
-13.9%
Q1 2022$8,638,000
-4.0%
295,740
+0.6%
6.53%
-5.4%
Q4 2021$9,000,000294,0266.90%
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