ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,559,221 | -24.3% | 262,599 | -17.9% | 0.48% | -31.3% |
| Q2 2023 | $7,347,781 | -28.6% | 319,886 | -28.7% | 0.70% | -39.5% |
| Q1 2023 | $10,291,053 | -1.1% | 448,803 | -2.0% | 1.16% | -4.6% |
| Q4 2022 | $10,401,027 | +285.1% | 457,993 | +260.7% | 1.21% | +198.3% |
| Q3 2022 | $2,701,000 | -63.6% | 126,974 | -58.6% | 0.41% | -62.9% |
| Q2 2022 | $7,423,000 | +83.7% | 307,000 | +121.9% | 1.10% | +113.9% |
| Q1 2022 | $4,041,000 | -11.5% | 138,346 | -7.2% | 0.51% | -0.2% |
| Q4 2021 | $4,565,000 | +5.8% | 149,126 | -5.2% | 0.51% | -6.7% |
| Q3 2021 | $4,313,000 | -6.6% | 157,362 | -5.5% | 0.55% | -11.1% |
| Q2 2021 | $4,616,000 | +9.4% | 166,506 | +0.6% | 0.62% | +5.8% |
| Q1 2021 | $4,219,000 | +7.8% | 165,576 | +1.2% | 0.58% | +3.2% |
| Q4 2020 | $3,914,000 | +382.0% | 163,572 | +323.7% | 0.57% | +332.8% |
| Q3 2020 | $812,000 | +0.7% | 38,607 | 0.0% | 0.13% | -4.4% |
| Q2 2020 | $806,000 | – | 38,607 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gunma Bank,Ltd. | 582,000 | $13,927,000 | 12.71% |
| Klaas Financial Asset Advisors, LLC | 978,860 | $23,424,000 | 5.05% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,025,183 | $24,635,000 | 4.06% |
| Lester Murray Antman dba SimplyRich | 362,105 | $8,665,000 | 3.87% |
| SVB Investment Services Inc. | 201,136 | $4,813,000 | 3.74% |
| Boston Standard Wealth Management, LLC | 370,487 | $8,866,000,000 | 3.30% |
| Swaine & Leidel Wealth Services, LLC | 162,549 | $3,890,000 | 2.82% |
| Wiser Wealth Management, Inc | 155,411 | $3,719,000 | 2.79% |
| Larson Financial Group LLC | 307,357 | $7,355,000 | 2.50% |
| Oakwell Private Wealth Management, LLC | 131,333 | $3,143,000 | 2.47% |