WINTRUST INVESTMENTS LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
WINTRUST INVESTMENTS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$211
-99.9%
9,289
-28.7%
0.03%
-20.0%
Q3 2022$277,000
-75.9%
13,030
-76.3%
0.04%
-78.3%
Q2 2020$1,149,000
+30.1%
55,006
+19.3%
0.16%
+11.0%
Q1 2020$883,000
-15.1%
46,123
+22.5%
0.14%
-0.7%
Q4 2019$1,040,000
-1.9%
37,664
-0.2%
0.15%
-7.6%
Q3 2019$1,060,000
+6.0%
37,745
+0.7%
0.16%
+3.9%
Q2 2019$1,000,000
+2.8%
37,478
+2.9%
0.15%
-3.8%
Q1 2019$973,000
+12.1%
36,420
-1.7%
0.16%
-2.5%
Q4 2018$868,000
+1.2%
37,053
+9.0%
0.16%
+15.7%
Q3 2018$858,000
+41.1%
34,004
+43.5%
0.14%
+32.1%
Q2 2018$608,000
+8.2%
23,697
+3.5%
0.11%
-25.9%
Q1 2018$562,000
-9.9%
22,892
-4.3%
0.14%
-2.1%
Q4 2017$624,000
-49.8%
23,918
-50.8%
0.15%
-53.5%
Q3 2017$1,244,000
+10.4%
48,609
+9.8%
0.31%
+4.7%
Q2 2017$1,127,000
-22.6%
44,282
-23.0%
0.30%
-27.7%
Q1 2017$1,457,000
+24.1%
57,502
+23.6%
0.42%
-15.1%
Q4 2016$1,174,000
+30.4%
46,528
+40.7%
0.49%
+17.5%
Q3 2016$900,000
+1223.5%
33,073
+239.3%
0.42%
+210.4%
Q2 2016$68,0009,7480.13%
Other shareholders
ISHARES TR shareholders Q1 2023
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