REGATTA CAPITAL GROUP, 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
REGATTA CAPITAL GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$216,572
-22.2%
10,230
-15.6%
0.07%
-21.6%
Q2 2023$278,514
+6.4%
12,125
+5.2%
0.09%
-5.4%
Q1 2023$261,736
-0.0%
11,5250.0%0.09%0.0%
Q4 2022$261,740
+4.3%
11,525
+11.0%
0.09%
-9.7%
Q3 2022$251,000
-16.1%
10,380
+1.4%
0.10%0.0%
Q1 2022$299,000
-4.5%
10,2320.0%0.10%
-5.5%
Q4 2021$313,00010,2320.11%
Other shareholders
ISHARES TR shareholders Q3 2023
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