ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 168 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| 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% |