PDS Planning, Inc - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 217 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,945,668
-4.1%
942,167
+4.0%
2.58%
-3.0%
Q2 2023$20,804,387
+15.1%
905,720
+14.9%
2.66%
+6.7%
Q1 2023$18,071,919
+9.9%
788,134
+8.8%
2.49%
-5.2%
Q4 2022$16,443,794
+11.8%
724,077
+4.7%
2.63%
-1.8%
Q3 2022$14,706,000
+3.0%
691,404
+17.1%
2.68%
+3.6%
Q2 2022$14,273,000
-8.7%
590,290
+10.2%
2.58%
-6.1%
Q1 2022$15,641,000
+5.6%
535,478
+10.7%
2.75%
-2.9%
Q4 2021$14,810,000
+31.8%
483,829
+18.0%
2.83%
+9.3%
Q3 2021$11,238,000
+12.1%
409,993
+13.4%
2.59%
+6.3%
Q2 2021$10,021,000
+39.6%
361,495
+28.3%
2.44%
+17.1%
Q1 2021$7,180,000
+43.1%
281,803
+34.3%
2.08%
+21.0%
Q4 2020$5,019,000
+36.9%
209,755
+20.3%
1.72%
+15.4%
Q3 2020$3,667,000
+11.4%
174,382
+10.6%
1.49%
+0.1%
Q2 2020$3,291,000157,6121.49%
Other shareholders
ISHARES TR shareholders Q3 2021
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