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 | $588,145 | +3.6% | 27,782 | +12.5% | 0.13% | +8.1% |
| Q2 2023 | $567,497 | +4.7% | 24,706 | +4.6% | 0.12% | +0.8% |
| Q1 2023 | $541,836 | +7.9% | 23,630 | +6.9% | 0.12% | +8.9% |
| Q4 2022 | $501,936 | +49.4% | 22,102 | +40.1% | 0.11% | +30.2% |
| Q3 2022 | $336,000 | +52.7% | 15,774 | +73.5% | 0.09% | +59.3% |
| Q2 2022 | $220,000 | +5.8% | 9,091 | +27.8% | 0.05% | +20.0% |
| Q1 2022 | $208,000 | -36.6% | 7,114 | -33.5% | 0.04% | -34.8% |
| Q4 2021 | $328,000 | +6.5% | 10,700 | -4.9% | 0.07% | -4.2% |
| Q3 2021 | $308,000 | +2.0% | 11,249 | +3.4% | 0.07% | +1.4% |
| Q2 2021 | $302,000 | +11.0% | 10,883 | +2.0% | 0.07% | +7.6% |
| Q1 2021 | $272,000 | +20.9% | 10,671 | +13.4% | 0.07% | +6.5% |
| Q4 2020 | $225,000 | +8.7% | 9,406 | -4.4% | 0.06% | -10.1% |
| Q3 2020 | $207,000 | -1.9% | 9,834 | -10.6% | 0.07% | -11.5% |
| Q1 2020 | $211,000 | -41.6% | 10,998 | -16.1% | 0.08% | +4.0% |
| Q4 2019 | $361,000 | -28.9% | 13,102 | -27.6% | 0.08% | -52.2% |
| Q3 2019 | $508,000 | -3.1% | 18,099 | -7.9% | 0.16% | +9.0% |
| Q2 2019 | $524,000 | – | 19,652 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 380,750 | $8,730,586 | 6.99% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 334,700 | $7,674,671 | 6.11% |
| Wilshire Advisors LLC | 455,421 | $10,442,804 | 5.59% |
| RFP Financial Group LLC | 163,042 | $3,738,512 | 4.30% |
| Gunma Bank,Ltd. | 420,000 | $9,631 | 4.24% |
| Morton Brown Family Wealth, LLC | 279,500 | $6,408,931 | 3.82% |
| Lester Murray Antman dba SimplyRich | 417,494 | $9,573 | 3.60% |
| Klaas Financial Asset Advisors, LLC | 616,171 | $14,128,799 | 3.27% |
| Oakwell Private Wealth Management, LLC | 289,951 | $6,648,583 | 3.03% |
| Boston Standard Wealth Management, LLC | 442,314 | $10,142,000 | 2.91% |