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 | $1,798,811 | -9.5% | 84,970 | -1.8% | 0.17% | -5.0% |
| Q2 2023 | $1,988,210 | -63.3% | 86,557 | -63.4% | 0.18% | -65.0% |
| Q1 2023 | $5,420,366 | +1.0% | 236,388 | +0.0% | 0.51% | -2.7% |
| Q4 2022 | $5,366,334 | +149.5% | 236,298 | +133.7% | 0.52% | +122.5% |
| Q3 2022 | $2,151,000 | -11.5% | 101,111 | +0.6% | 0.24% | -8.2% |
| Q2 2022 | $2,431,000 | -19.0% | 100,533 | -2.2% | 0.26% | -9.2% |
| Q1 2022 | $3,003,000 | -6.3% | 102,808 | -1.8% | 0.28% | -6.3% |
| Q4 2021 | $3,205,000 | +1.9% | 104,695 | -8.7% | 0.30% | -6.5% |
| Q3 2021 | $3,144,000 | -9.5% | 114,702 | -8.5% | 0.32% | -37.8% |
| Q2 2021 | $3,475,000 | +14.3% | 125,359 | +5.1% | 0.52% | -16.3% |
| Q1 2021 | $3,039,000 | +10.3% | 119,252 | +3.6% | 0.62% | +7.3% |
| Q4 2020 | $2,755,000 | +3835.7% | 115,136 | +3382.6% | 0.58% | +3300.0% |
| Q3 2020 | $70,000 | +268.4% | 3,306 | +262.5% | 0.02% | +240.0% |
| Q2 2020 | $19,000 | – | 912 | – | 0.01% | – |
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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% |