INSIGNEO ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
INSIGNEO ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$399,601
+0.8%
18,657
+8.1%
0.08%
+6.6%
Q2 2023$396,347
+15.7%
17,255
+15.5%
0.08%
-30.3%
Q1 2023$342,460
-17.1%
14,935
-17.9%
0.11%
-30.1%
Q4 2022$413,00018,1850.16%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 828,280$22,877,0005.07%
SVB Investment Services Inc. 181,510$5,013,0004.75%
Larson Financial Group LLC 264,731$7,312,0004.21%
Lester Murray Antman dba SimplyRich 305,189$8,362,0004.20%
Riverview Trust Co 204,136$5,638,0003.79%
Boston Standard Wealth Management, LLC 283,652$7,834,000,0003.50%
OptiFour Integrated Wealth Management, LLC 177,654$4,907,0003.37%
Ameritas Investment Company, LLC 471,400$13,020,0002.73%
VIEWPOINT INVESTMENT PARTNERS CORP 89,600$2,475,0002.63%
DWM Financial Group, Inc. 83,664$2,311,0002.35%
View complete list of ISHARES TR shareholders