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% | – |
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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% |