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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $403,331 | -17.5% | 17,559 | -17.7% | 0.01% | -12.5% |
| Q1 2023 | $489,086 | +5.5% | 21,329 | +4.5% | 0.02% | -5.9% |
| Q4 2022 | $463,600 | +3.0% | 20,413 | -3.5% | 0.02% | 0.0% |
| Q3 2022 | $450,000 | +22.3% | 21,157 | +39.0% | 0.02% | +30.8% |
| Q2 2022 | $368,000 | +77.8% | 15,225 | +114.8% | 0.01% | +116.7% |
| Q1 2022 | $207,000 | -37.3% | 7,088 | -34.3% | 0.01% | -33.3% |
| Q4 2021 | $330,000 | +38.7% | 10,791 | -13.2% | 0.01% | -35.7% |
| Q1 2020 | $238,000 | -30.6% | 12,433 | +0.3% | 0.01% | 0.0% |
| Q4 2019 | $343,000 | – | 12,400 | – | 0.01% | – |
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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% |