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 | $105,321 | -7.8% | 4,975 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $114,276 | +0.2% | 4,975 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $114,077 | +1.0% | 4,975 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $112,982 | -36.9% | 4,975 | -40.8% | 0.01% | -45.0% |
| Q3 2022 | $179,000 | -93.7% | 8,399 | -92.4% | 0.02% | -95.7% |
| Q2 2020 | $2,859,000 | +34.1% | 110,229 | +31.3% | 0.47% | +10.6% |
| Q1 2020 | $2,132,000 | -1.4% | 83,951 | 0.0% | 0.42% | +19.2% |
| Q4 2019 | $2,163,000 | +5.0% | 83,951 | +5.1% | 0.36% | -1.9% |
| Q3 2019 | $2,060,000 | +10.6% | 79,914 | +10.5% | 0.36% | +6.2% |
| Q2 2019 | $1,862,000 | +0.6% | 72,314 | 0.0% | 0.34% | -3.4% |
| Q1 2019 | $1,851,000 | -7.9% | 72,314 | -9.2% | 0.35% | -14.5% |
| Q3 2018 | $2,009,000 | +581.0% | 79,684 | +588.2% | 0.41% | +566.1% |
| Q2 2018 | $295,000 | +7.7% | 11,578 | +3.2% | 0.06% | +5.1% |
| Q1 2018 | $274,000 | -5.8% | 11,220 | -0.7% | 0.06% | -3.3% |
| Q4 2017 | $291,000 | -70.6% | 11,298 | -70.6% | 0.06% | -71.9% |
| Q3 2017 | $991,000 | +216.6% | 38,443 | +217.1% | 0.22% | +205.6% |
| Q2 2017 | $313,000 | +15.1% | 12,123 | +15.2% | 0.07% | +7.6% |
| Q1 2017 | $272,000 | – | 10,519 | – | 0.07% | – |
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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% |