ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 246 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 10.11 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |