ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 262 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,355,279 | -0.1% | 488,399 | +1.7% | 5.69% | +0.7% |
| Q1 2024 | $11,369,100 | -3.5% | 480,114 | -1.4% | 5.66% | -7.3% |
| Q4 2023 | $11,776,387 | +18.5% | 487,030 | +3.7% | 6.10% | +10.5% |
| 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 ↓ |
|---|---|---|---|
| Gunma Bank,Ltd. | 582,000 | $14,829,000 | 8.47% |
| SVB Investment Services Inc. | 219,541 | $5,593,000 | 4.46% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,095,557 | $27,914,000 | 4.33% |
| Lester Murray Antman dba SimplyRich | 369,375 | $9,412,000 | 3.74% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 184,300 | $4,696,000 | 3.58% |
| Klaas Financial Asset Advisors, LLC | 500,809 | $12,761,000 | 3.56% |
| Boston Standard Wealth Management, LLC | 400,176 | $10,277,000,000 | 3.34% |
| Wiser Wealth Management, Inc | 160,132 | $4,080,000 | 2.80% |
| GP Brinson Investments LLC | 132,309 | $3,371,000 | 2.76% |
| Larson Financial Group LLC | 356,908 | $9,094,000 | 2.68% |