ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,871 | -7.8% | 17,944 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $412,170 | -3.1% | 17,944 | -3.3% | 0.01% | -6.7% |
| Q1 2023 | $425,388 | +6.4% | 18,552 | +5.4% | 0.02% | 0.0% |
| Q4 2022 | $399,777 | +7.5% | 17,604 | +0.6% | 0.02% | -6.2% |
| Q3 2022 | $372,000 | -12.1% | 17,503 | 0.0% | 0.02% | -11.1% |
| Q2 2022 | $423,000 | -11.5% | 17,503 | +0.3% | 0.02% | -5.3% |
| Q1 2022 | $478,000 | -10.3% | 17,458 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $533,000 | +12.4% | 17,423 | +0.8% | 0.02% | 0.0% |
| Q3 2021 | $474,000 | +3.5% | 17,286 | +4.7% | 0.02% | +5.6% |
| Q2 2021 | $458,000 | +9.6% | 16,506 | +0.7% | 0.02% | 0.0% |
| Q1 2021 | $418,000 | +6.6% | 16,391 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $392,000 | +25.2% | 16,391 | +10.1% | 0.02% | +5.9% |
| Q3 2020 | $313,000 | +5.7% | 14,893 | +5.1% | 0.02% | -5.6% |
| Q2 2020 | $296,000 | +13.4% | 14,165 | +3.9% | 0.02% | -5.3% |
| Q1 2020 | $261,000 | – | 13,639 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VIEWPOINT INVESTMENT PARTNERS CORP | 318,700 | $8,736,000 | 5.09% |
| SVB Investment Services Inc. | 262,391 | $7,192,000 | 4.80% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,045,691 | $28,662,000 | 4.22% |
| Lester Murray Antman dba SimplyRich | 390,478 | $10,703,000 | 3.89% |
| Oakwell Private Wealth Management, LLC | 237,958 | $6,522,000 | 3.52% |
| Gunma Bank,Ltd. | 230,000 | $6,304,000 | 3.49% |
| Boston Standard Wealth Management, LLC | 407,658 | $11,174,000,000 | 3.34% |
| Klaas Financial Asset Advisors, LLC | 468,351 | $12,838,000 | 3.13% |
| GP Brinson Investments LLC | 135,241 | $3,707,000 | 2.81% |
| Wiser Wealth Management, Inc | 188,005 | $5,153,000 | 2.75% |