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. | 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% |