ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,204,168 | -11.9% | 340,301 | -4.4% | 0.01% | -9.1% |
| Q2 2023 | $8,179,165 | -4.1% | 356,080 | -4.3% | 0.01% | -8.3% |
| Q1 2023 | $8,531,030 | -0.7% | 372,047 | -1.7% | 0.01% | -7.7% |
| Q4 2022 | $8,594,858 | +255.0% | 378,461 | +232.6% | 0.01% | +225.0% |
| Q3 2022 | $2,421,000 | -11.7% | 113,803 | +0.3% | 0.00% | -20.0% |
| Q2 2022 | $2,743,000 | +2.4% | 113,439 | +23.7% | 0.01% | +25.0% |
| Q1 2022 | $2,678,000 | -1.5% | 91,677 | +3.3% | 0.00% | 0.0% |
| Q4 2021 | $2,718,000 | -0.5% | 88,785 | -11.0% | 0.00% | -20.0% |
| Q3 2021 | $2,733,000 | -0.0% | 99,712 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $2,734,000 | -3.0% | 98,615 | -10.8% | 0.01% | -16.7% |
| Q1 2021 | $2,818,000 | +9.0% | 110,610 | +2.4% | 0.01% | 0.0% |
| Q4 2020 | $2,586,000 | +9.2% | 108,045 | -4.1% | 0.01% | 0.0% |
| Q3 2020 | $2,368,000 | +105.4% | 112,620 | +103.9% | 0.01% | +100.0% |
| Q2 2020 | $1,153,000 | -50.1% | 55,241 | -54.2% | 0.00% | -62.5% |
| Q1 2020 | $2,311,000 | +360.4% | 120,692 | +563.9% | 0.01% | +300.0% |
| Q4 2019 | $502,000 | -2.1% | 18,178 | -0.5% | 0.00% | 0.0% |
| Q3 2019 | $513,000 | +4.5% | 18,277 | -0.7% | 0.00% | 0.0% |
| Q2 2019 | $491,000 | +704.9% | 18,400 | +673.1% | 0.00% | – |
| Q2 2017 | $61,000 | – | 2,380 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAHABA WEALTH MANAGEMENT, INC. | 732,533 | $19,536,000 | 4.88% |
| SigFig Wealth Management, LLC | 1,006,455 | $26,842,000 | 4.18% |
| Lester Murray Antman dba SimplyRich | 282,855 | $7,544,000 | 4.17% |
| Riverview Trust Co | 207,962 | $5,546,000 | 3.90% |
| Larson Financial Group LLC | 191,641 | $5,111,000 | 3.80% |
| Boston Standard Wealth Management, LLC | 265,948 | $7,189,000,000 | 3.52% |
| OptiFour Integrated Wealth Management, LLC | 181,865 | $4,850,000 | 3.39% |
| MFA WEALTH ADVISORS, LLC | 148,315 | $3,956,000 | 2.98% |
| ERn Financial, LLC | 134,491 | $3,587,000 | 2.70% |
| CAMG Solamere Management, LLC | 159,868 | $4,268,000 | 1.95% |