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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,353 | +1.2% | 277,055 | +0.2% | 0.04% | -7.0% |
| Q4 2022 | $6,278 | -99.9% | 276,434 | +1.6% | 0.04% | -2.3% |
| Q3 2022 | $5,787,000 | +1064.4% | 272,074 | +1577.1% | 0.04% | +1366.7% |
| Q4 2021 | $497,000 | +20.3% | 16,223 | +7.5% | 0.00% | 0.0% |
| Q3 2021 | $413,000 | -2.1% | 15,085 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $422,000 | -40.8% | 15,224 | -45.6% | 0.00% | -40.0% |
| Q1 2021 | $713,000 | +6.4% | 27,982 | -0.1% | 0.01% | 0.0% |
| Q4 2020 | $670,000 | +12.6% | 27,998 | -1.0% | 0.01% | -16.7% |
| Q3 2020 | $595,000 | -38.1% | 28,282 | -38.5% | 0.01% | -45.5% |
| Q2 2020 | $961,000 | +13.2% | 46,006 | +3.7% | 0.01% | -45.0% |
| Q1 2020 | $849,000 | – | 44,381 | – | 0.02% | – |
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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% |