JONES FINANCIAL COMPANIES LLLP - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 246 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 10.11 and the average weighting 0.4%.

Quarter-by-quarter ownership
JONES FINANCIAL COMPANIES LLLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$418,771
-8.9%
19,781
-1.1%
0.00%0.0%
Q2 2023$459,584
-0.3%
20,008
-0.5%
0.00%0.0%
Q1 2023$460,939
-8.0%
20,102
-8.8%
0.00%0.0%
Q4 2022$500,756
+19.8%
22,050
+12.0%
0.00%0.0%
Q3 2022$418,000
-23.6%
19,680
-11.1%
0.00%0.0%
Q2 2022$547,000
-99.0%
22,145
-98.8%
0.00%
-98.7%
Q1 2022$53,020,000
-52.0%
1,840,963
-49.0%
0.08%
-49.4%
Q4 2021$110,563,000
+4.9%
3,611,972
-3.5%
0.16%0.0%
Q3 2021$105,362,000
-2.5%
3,741,526
-2.4%
0.16%
-6.0%
Q2 2021$108,061,000
+6.9%
3,831,946
-2.4%
0.17%
-0.6%
Q1 2021$101,080,000
+5.9%
3,925,444
-1.6%
0.17%
-4.6%
Q4 2020$95,478,000
+13.5%
3,989,889
-1.8%
0.18%0.0%
Q3 2020$84,145,000
-0.4%
4,063,019
-1.5%
0.18%
-4.9%
Q2 2020$84,508,000
+17.8%
4,124,333
+10.4%
0.18%
+6.4%
Q1 2020$71,753,000
-24.3%
3,737,159
+8.9%
0.17%
-8.9%
Q4 2019$94,762,000
-5.1%
3,430,935
-3.8%
0.19%
-13.6%
Q3 2019$99,886,000
+1.3%
3,564,798
-3.5%
0.22%
-0.5%
Q2 2019$98,565,000
+3.2%
3,695,724
+3.4%
0.22%
+0.9%
Q1 2019$95,477,000
+867872.7%
3,573,247
+793954.9%
0.22%
Q4 2018$11,0004500.00%
Other shareholders
ISHARES TR shareholders Q2 2023
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