MERCER GLOBAL ADVISORS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
MERCER GLOBAL ADVISORS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,699
-48.8%
221,983
-44.5%
0.02%
-50.0%
Q2 2023$9,183
-10.3%
399,787
-10.5%
0.04%
-23.4%
Q1 2023$10,240
-1.2%
446,577
-2.2%
0.05%
-9.6%
Q4 2022$10,366
-99.9%
456,454
-1.8%
0.05%
-11.9%
Q3 2022$9,890,000
+27.6%
464,952
+45.0%
0.06%
+25.5%
Q2 2022$7,751,000
-19.4%
320,549
-2.6%
0.05%
-17.5%
Q1 2022$9,614,000
-7.6%
329,145
-3.2%
0.06%
-10.9%
Q4 2021$10,410,000
+11.7%
340,071
-0.0%
0.06%
-1.5%
Q3 2021$9,323,000
-0.1%
340,127
+1.0%
0.06%
-9.7%
Q2 2021$9,335,000
+2.7%
336,749
-5.6%
0.07%
-13.3%
Q1 2021$9,090,000356,7620.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders