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 | $455,220 | -23.9% | 21,503 | -17.4% | 0.02% | -25.8% |
| Q2 2023 | $598,117 | +33.2% | 26,039 | +33.0% | 0.03% | +6.9% |
| Q1 2023 | $449,028 | +8.8% | 19,583 | +7.7% | 0.03% | 0.0% |
| Q4 2022 | $412,754 | +19.6% | 18,175 | +11.9% | 0.03% | +11.5% |
| Q3 2022 | $345,000 | -44.7% | 16,242 | -37.1% | 0.03% | -44.7% |
| Q2 2022 | $624,000 | -29.8% | 25,819 | -15.2% | 0.05% | -17.5% |
| Q1 2022 | $889,000 | -2.5% | 30,442 | +2.1% | 0.06% | +7.5% |
| Q4 2021 | $912,000 | -36.4% | 29,806 | -43.0% | 0.05% | -46.5% |
| Q3 2021 | $1,433,000 | -1.1% | 52,271 | +0.0% | 0.10% | -16.8% |
| Q2 2021 | $1,449,000 | +3.1% | 52,256 | -5.2% | 0.12% | -16.2% |
| Q1 2021 | $1,405,000 | – | 55,129 | – | 0.14% | – |
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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% |