ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 270 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $355,793 | -95.0% | 15,025 | -94.9% | 0.00% | -95.7% |
| Q4 2023 | $7,110,516 | -1.4% | 294,066 | -13.7% | 0.02% | -34.3% |
| 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 ↓ |
|---|---|---|---|
| Wilshire Advisors LLC | 520,568 | $11,071,000 | 6.34% |
| COOPER/HAIMS ADVISORS, LLC | 328,634 | $6,990,000 | 5.79% |
| Gunma Bank,Ltd. | 420,000 | $8,933,000 | 5.45% |
| Morton Brown Family Wealth, LLC | 299,102 | $6,362,000 | 5.07% |
| Lester Murray Antman dba SimplyRich | 405,096 | $8,616,000 | 3.88% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 148,700 | $3,163,000 | 3.77% |
| Boston Standard Wealth Management, LLC | 424,408 | $9,027,000,000 | 3.03% |
| Oakwell Private Wealth Management, LLC | 255,285 | $5,430,000 | 3.01% |
| Drake & Associates, LLC | 247,948 | $5,274,000 | 3.00% |
| Klaas Financial Asset Advisors, LLC | 541,748 | $11,523,000 | 2.93% |