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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485 | -11.2% | 22,912 | -3.6% | 0.00% | 0.0% |
| Q2 2023 | $546 | +0.2% | 23,760 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $545 | -2.5% | 23,760 | -3.4% | 0.00% | 0.0% |
| Q4 2022 | $559 | -99.9% | 24,608 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $523,000 | -15.1% | 24,608 | -3.3% | 0.00% | 0.0% |
| Q2 2022 | $616,000 | -14.3% | 25,456 | +3.4% | 0.00% | 0.0% |
| Q1 2022 | $719,000 | -1.1% | 24,608 | +3.6% | 0.00% | 0.0% |
| Q4 2021 | $727,000 | +7.7% | 23,760 | -3.4% | 0.00% | 0.0% |
| Q3 2021 | $675,000 | -10.4% | 24,608 | -9.4% | 0.00% | 0.0% |
| Q2 2021 | $753,000 | +5.6% | 27,152 | -3.0% | 0.00% | 0.0% |
| Q1 2021 | $713,000 | – | 28,000 | – | 0.00% | – |
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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% |