ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,938,339 | -6.0% | 469,454 | +2.0% | 5.52% | -1.5% |
| Q2 2023 | $10,575,871 | +1.3% | 460,421 | +1.1% | 5.60% | +0.3% |
| Q1 2023 | $10,442,804 | -12.1% | 455,421 | -12.9% | 5.59% | -13.8% |
| Q4 2022 | $11,880,577 | +7.3% | 523,143 | +0.5% | 6.49% | +2.4% |
| Q3 2022 | $11,071,000 | -11.7% | 520,568 | +0.4% | 6.34% | -3.4% |
| Q2 2022 | $12,539,000 | -18.4% | 518,550 | -1.4% | 6.56% | -4.4% |
| Q1 2022 | $15,366,000 | -7.6% | 526,069 | -3.2% | 6.87% | +7.7% |
| Q4 2021 | $16,637,000 | – | 543,486 | – | 6.38% | – |
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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% |