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 | $22,037,746 | -8.4% | 1,040,989 | -0.6% | 0.42% | -5.0% |
| Q2 2023 | $24,049,325 | +1.4% | 1,046,988 | +1.2% | 0.44% | -52.6% |
| Q1 2023 | $23,725,499 | +2.1% | 1,034,692 | +1.1% | 0.92% | -2.5% |
| Q4 2022 | $23,245,111 | +571.6% | 1,023,563 | +529.0% | 0.94% | +440.0% |
| Q3 2022 | $3,461,000 | +117.8% | 162,723 | +147.6% | 0.18% | +130.3% |
| Q2 2022 | $1,589,000 | +27.9% | 65,721 | +54.6% | 0.08% | +38.2% |
| Q1 2022 | $1,242,000 | +48.2% | 42,505 | +55.3% | 0.06% | +71.9% |
| Q4 2021 | $838,000 | +13.4% | 27,371 | +1.6% | 0.03% | -15.8% |
| Q3 2021 | $739,000 | +2.9% | 26,949 | +4.1% | 0.04% | -2.6% |
| Q2 2021 | $718,000 | +12.7% | 25,898 | +3.6% | 0.04% | -4.9% |
| Q1 2021 | $637,000 | +11.0% | 24,990 | +4.1% | 0.04% | -10.9% |
| Q4 2020 | $574,000 | +72.9% | 23,995 | +52.1% | 0.05% | -6.1% |
| Q3 2020 | $332,000 | +0.9% | 15,778 | 0.0% | 0.05% | -7.5% |
| Q2 2020 | $329,000 | +23.2% | 15,778 | +13.1% | 0.05% | -5.4% |
| Q1 2020 | $267,000 | – | 13,948 | – | 0.06% | – |
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% |