ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,795,885 | -5.5% | 2,682,848 | +2.6% | 0.85% | -9.9% |
| Q2 2023 | $60,082,275 | -0.4% | 2,615,685 | -0.6% | 0.94% | -16.3% |
| Q1 2023 | $60,323,832 | +5.4% | 2,630,782 | +2.5% | 1.12% | -19.7% |
| Q4 2022 | $57,206,515 | +58.1% | 2,567,651 | +50.9% | 1.40% | +24.0% |
| Q3 2022 | $36,191,000 | -4.2% | 1,701,526 | +8.9% | 1.13% | -1.7% |
| Q2 2022 | $37,786,000 | -12.1% | 1,562,680 | +6.2% | 1.15% | -18.6% |
| Q1 2022 | $42,968,000 | +8.9% | 1,471,036 | +14.1% | 1.41% | +10.3% |
| Q4 2021 | $39,448,000 | +15.2% | 1,288,718 | +3.1% | 1.28% | +2.2% |
| Q3 2021 | $34,248,000 | +0.0% | 1,249,479 | +1.1% | 1.25% | -9.6% |
| Q2 2021 | $34,243,000 | +10.7% | 1,235,305 | +1.7% | 1.38% | -16.6% |
| Q1 2021 | $30,941,000 | +11.9% | 1,214,339 | +5.1% | 1.66% | +3.0% |
| Q4 2020 | $27,651,000 | +22.9% | 1,155,509 | +8.0% | 1.61% | +4.6% |
| Q3 2020 | $22,490,000 | +4.7% | 1,069,423 | +4.0% | 1.54% | -5.4% |
| Q2 2020 | $21,473,000 | +84.9% | 1,028,407 | +69.6% | 1.63% | +47.5% |
| Q1 2020 | $11,611,000 | +217.2% | 606,336 | +357.6% | 1.10% | +145.4% |
| Q4 2019 | $3,660,000 | +5.7% | 132,515 | +7.5% | 0.45% | -6.7% |
| Q3 2019 | $3,462,000 | +11.5% | 123,281 | +5.9% | 0.48% | +10.1% |
| Q2 2019 | $3,105,000 | – | 116,431 | – | 0.44% | – |
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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% |