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 ↓ |
|---|---|---|---|
| CAHABA WEALTH MANAGEMENT, INC. | 732,533 | $19,536,000 | 4.88% |
| SigFig Wealth Management, LLC | 1,006,455 | $26,842,000 | 4.18% |
| Lester Murray Antman dba SimplyRich | 282,855 | $7,544,000 | 4.17% |
| Riverview Trust Co | 207,962 | $5,546,000 | 3.90% |
| Larson Financial Group LLC | 191,641 | $5,111,000 | 3.80% |
| Boston Standard Wealth Management, LLC | 265,948 | $7,189,000,000 | 3.52% |
| OptiFour Integrated Wealth Management, LLC | 181,865 | $4,850,000 | 3.39% |
| MFA WEALTH ADVISORS, LLC | 148,315 | $3,956,000 | 2.98% |
| ERn Financial, LLC | 134,491 | $3,587,000 | 2.70% |
| CAMG Solamere Management, LLC | 159,868 | $4,268,000 | 1.95% |