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 | $2,190,069 | +7.4% | 103,452 | +16.6% | 0.23% | -9.3% |
| Q2 2023 | $2,038,635 | -63.7% | 88,752 | -63.8% | 0.26% | -57.7% |
| Q1 2023 | $5,622,532 | -13.3% | 245,204 | -14.2% | 0.61% | -17.0% |
| Q4 2022 | $6,488,046 | +9.4% | 285,691 | +2.5% | 0.74% | +11.5% |
| Q3 2022 | $5,930,000 | -23.9% | 278,799 | -13.5% | 0.66% | -19.6% |
| Q2 2022 | $7,790,000 | +77.0% | 322,160 | +113.8% | 0.82% | +98.1% |
| Q1 2022 | $4,402,000 | +33.8% | 150,714 | +40.3% | 0.41% | +37.1% |
| Q4 2021 | $3,289,000 | – | 107,460 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 380,750 | $8,730,586 | 6.99% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 334,700 | $7,674,671 | 6.11% |
| Wilshire Advisors LLC | 455,421 | $10,442,804 | 5.59% |
| RFP Financial Group LLC | 163,042 | $3,738,512 | 4.30% |
| Gunma Bank,Ltd. | 420,000 | $9,631 | 4.24% |
| Morton Brown Family Wealth, LLC | 279,500 | $6,408,931 | 3.82% |
| Lester Murray Antman dba SimplyRich | 417,494 | $9,573 | 3.60% |
| Klaas Financial Asset Advisors, LLC | 616,171 | $14,128,799 | 3.27% |
| Oakwell Private Wealth Management, LLC | 289,951 | $6,648,583 | 3.03% |
| Boston Standard Wealth Management, LLC | 442,314 | $10,142,000 | 2.91% |