Sutton Wealth Advisors Inc. - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sutton Wealth Advisors Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,334
-1.5%
63
+6.8%
0.00%0.0%
Q2 2023$1,355
+1.9%
59
+1.7%
0.00%0.0%
Q1 2023$1,330
+6.5%
58
+5.5%
0.00%
Q4 2022$1,249
+10.8%
55
+3.8%
0.00%
Q3 2022$1,127
-12.1%
530.0%0.00%
-100.0%
Q2 2022$1,282
-17.2%
530.0%0.00%0.0%
Q1 2022$1,548
-4.6%
530.0%0.00%0.0%
Q4 2021$1,622
+9.6%
53
-1.9%
0.00%0.0%
Q3 2021$1,480
-1.1%
540.0%0.00%0.0%
Q2 2021$1,497
+8.8%
540.0%0.00%0.0%
Q1 2021$1,376
+6.5%
540.0%0.00%0.0%
Q4 2020$1,292
+13.7%
540.0%0.00%0.0%
Q3 2020$1,136
-72.5%
54
-72.7%
0.00%
-50.0%
Q2 2020$4,134
+35.8%
198
+24.5%
0.00%0.0%
Q1 2020$3,045
-25.5%
159
+7.4%
0.00%0.0%
Q4 2019$4,088
+32.3%
148
+34.5%
0.00%0.0%
Q3 2019$3,089
+5.3%
1100.0%0.00%0.0%
Q2 2019$2,934
-0.2%
1100.0%0.00%0.0%
Q1 2019$2,939
+3.7%
110
-9.1%
0.00%0.0%
Q4 2018$2,834
-50.5%
121
-46.7%
0.00%
-50.0%
Q3 2018$5,725
+106.6%
227
+110.2%
0.00%
+100.0%
Q2 2018$2,771
+4.5%
1080.0%0.00%0.0%
Q1 2018$2,652
+3.7%
108
+10.2%
0.00%0.0%
Q4 2017$2,557
+5.2%
98
+3.2%
0.00%0.0%
Q3 2017$2,431
+281.6%
95
+280.0%
0.00%
+100.0%
Q2 2017$637250.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders