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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,505,049 | -5.0% | 64,733 | -3.3% | 0.06% | -5.1% |
| Q1 2024 | $1,584,986 | -4.0% | 66,933 | -2.0% | 0.06% | -11.9% |
| Q4 2023 | $1,651,011 | +24.0% | 68,280 | +8.6% | 0.07% | +3.1% |
| Q3 2023 | $1,331,622 | -7.2% | 62,901 | +0.7% | 0.06% | -1.5% |
| Q2 2023 | $1,435,128 | -1.7% | 62,478 | -1.9% | 0.07% | -13.2% |
| Q1 2023 | $1,460,419 | -4.0% | 63,690 | -4.9% | 0.08% | -7.3% |
| Q4 2022 | $1,520,618 | +103.6% | 66,958 | +90.7% | 0.08% | +82.2% |
| Q3 2022 | $747,000 | -26.0% | 35,118 | -15.8% | 0.04% | -21.1% |
| Q2 2022 | $1,009,000 | +112.0% | 41,724 | +155.8% | 0.06% | +137.5% |
| Q1 2022 | $476,000 | -3.4% | 16,311 | +1.4% | 0.02% | 0.0% |
| Q4 2021 | $493,000 | +12.6% | 16,091 | -22.8% | 0.02% | +4.3% |
| Q3 2020 | $438,000 | -27.1% | 20,843 | -27.6% | 0.02% | -55.8% |
| Q2 2020 | $601,000 | -20.5% | 28,780 | -27.1% | 0.05% | -61.5% |
| Q1 2020 | $756,000 | +5.7% | 39,461 | +52.3% | 0.14% | +8.9% |
| Q4 2019 | $715,000 | – | 25,904 | – | 0.12% | – |
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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% |