Forum Financial Management, LP - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$420,152
+68.9%
19,847
+83.3%
0.01%
+50.0%
Q2 2023$248,731
-14.0%
10,828
-14.2%
0.01%
-25.0%
Q1 2023$289,212
+10.4%
12,613
+9.4%
0.01%
-11.1%
Q4 2022$261,936
-44.0%
11,534
-47.6%
0.01%
-60.9%
Q3 2022$468,00021,9940.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders