ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,210,444 | -8.7% | 340,597 | -0.9% | 0.04% | +12.9% |
| Q2 2023 | $7,895,439 | +3.3% | 343,728 | +3.2% | 0.03% | +72.2% |
| Q1 2023 | $7,640,309 | -5.0% | 333,201 | -5.9% | 0.02% | -65.4% |
| Q4 2022 | $8,044,291 | +112.1% | 354,218 | +98.7% | 0.05% | +13.0% |
| Q3 2022 | $3,792,000 | -13.3% | 178,295 | -1.4% | 0.05% | -4.2% |
| Q2 2022 | $4,373,000 | +265.6% | 180,845 | +362.9% | 0.05% | +166.7% |
| Q4 2021 | $1,196,000 | – | 39,071 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VIEWPOINT INVESTMENT PARTNERS CORP | 318,700 | $8,736,000 | 5.09% |
| SVB Investment Services Inc. | 262,391 | $7,192,000 | 4.80% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,045,691 | $28,662,000 | 4.22% |
| Lester Murray Antman dba SimplyRich | 390,478 | $10,703,000 | 3.89% |
| Oakwell Private Wealth Management, LLC | 237,958 | $6,522,000 | 3.52% |
| Gunma Bank,Ltd. | 230,000 | $6,304,000 | 3.49% |
| Boston Standard Wealth Management, LLC | 407,658 | $11,174,000,000 | 3.34% |
| Klaas Financial Asset Advisors, LLC | 468,351 | $12,838,000 | 3.13% |
| GP Brinson Investments LLC | 135,241 | $3,707,000 | 2.81% |
| Wiser Wealth Management, Inc | 188,005 | $5,153,000 | 2.75% |