ISHARES TR shareholders Q3 2023

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%.

ISHARES TR shareholders Q3 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%
Leading Edge Financial Planning LLC 189,407$4,009,7302.57%
GP Brinson Investments LLC 156,793$3,319,3082.54%
Diversified Portfolios, Inc. 598,278$12,665,5452.39%
Valmark Advisers, Inc. 4,928,121$104,328,3292.16%
Capstone Financial Advisors, Inc. 1,281,027$27,119,3462.14%
Kooman & Associates 192,535$4,075,9622.06%
SageView Advisory Group, LLC 1,661,866$35,181,6982.02%
North Ridge Wealth Advisors, Inc. 90,554$1,917,0261.87%
Brooklyn FI, LLC 151,734$3,212,2091.73%
Capasso Planning Partners LLC 151,750$3,212,5381.72%
External links

This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.