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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $461,236 | -16.8% | 20,080 | -17.0% | 0.05% | -36.1% |
| Q1 2023 | $554,465 | -8.2% | 24,181 | -3.2% | 0.08% | -49.1% |
| Q2 2022 | $604,000 | -81.8% | 24,969 | -78.1% | 0.16% | -69.2% |
| Q1 2022 | $3,324,000 | -2.2% | 113,791 | -8.3% | 0.53% | -15.9% |
| Q3 2021 | $3,400,000 | +1.0% | 124,058 | +2.1% | 0.63% | -7.1% |
| Q2 2021 | $3,368,000 | +17.5% | 121,499 | +8.0% | 0.68% | -16.7% |
| Q1 2021 | $2,867,000 | +37.6% | 112,536 | +29.2% | 0.81% | +21.0% |
| Q4 2020 | $2,084,000 | – | 87,084 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAHABA WEALTH MANAGEMENT, INC. | 828,280 | $22,877,000 | 5.07% |
| SVB Investment Services Inc. | 181,510 | $5,013,000 | 4.75% |
| Larson Financial Group LLC | 264,731 | $7,312,000 | 4.21% |
| Lester Murray Antman dba SimplyRich | 305,189 | $8,362,000 | 4.20% |
| Riverview Trust Co | 204,136 | $5,638,000 | 3.79% |
| Boston Standard Wealth Management, LLC | 283,652 | $7,834,000,000 | 3.50% |
| OptiFour Integrated Wealth Management, LLC | 177,654 | $4,907,000 | 3.37% |
| Ameritas Investment Company, LLC | 471,400 | $13,020,000 | 2.73% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 89,600 | $2,475,000 | 2.63% |
| DWM Financial Group, Inc. | 83,664 | $2,311,000 | 2.35% |