ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,599,252 | -1.7% | 1,492,643 | +6.6% | 1.40% | -3.5% |
| Q2 2023 | $32,156,736 | +11.2% | 1,399,945 | +11.0% | 1.45% | +2.3% |
| Q1 2023 | $28,919,132 | +20.0% | 1,261,192 | +18.9% | 1.42% | +10.7% |
| Q4 2022 | $24,093,924 | +23.6% | 1,060,939 | +15.7% | 1.28% | +11.6% |
| Q3 2022 | $19,499,000 | +2.1% | 916,759 | +16.0% | 1.15% | +1.6% |
| Q2 2022 | $19,101,000 | -13.1% | 789,972 | +4.9% | 1.13% | -2.6% |
| Q1 2022 | $21,989,000 | +3.9% | 752,809 | +8.9% | 1.16% | -27.4% |
| Q4 2021 | $21,157,000 | +10.9% | 691,196 | -0.7% | 1.60% | +1.5% |
| Q3 2021 | $19,081,000 | +6.3% | 696,158 | +7.5% | 1.58% | -1.0% |
| Q2 2021 | $17,952,000 | +145.5% | 647,627 | +125.6% | 1.59% | +97.0% |
| Q1 2021 | $7,313,000 | – | 287,038 | – | 0.81% | – |
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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% |