ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 252 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 10.11 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $232 | -13.1% | 9,600 | -23.9% | 0.00% | 0.0% |
| Q3 2023 | $267 | +27.1% | 12,615 | +37.9% | 0.00% | 0.0% |
| Q2 2023 | $210 | -99.9% | 9,148 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $202,000 | 0.0% | 8,342 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $202,000 | -48.7% | 8,342 | -38.1% | 0.00% | 0.0% |
| Q1 2022 | $394,000 | +4.5% | 13,478 | +9.3% | 0.00% | 0.0% |
| Q4 2021 | $377,000 | +33.7% | 12,326 | +19.7% | 0.00% | 0.0% |
| Q3 2021 | $282,000 | -4.7% | 10,294 | -3.6% | 0.00% | 0.0% |
| Q2 2021 | $296,000 | +5.3% | 10,679 | -3.1% | 0.00% | 0.0% |
| Q1 2021 | $281,000 | – | 11,018 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wilshire Advisors LLC | 520,568 | $11,071,000 | 6.34% |
| COOPER/HAIMS ADVISORS, LLC | 328,634 | $6,990,000 | 5.79% |
| Gunma Bank,Ltd. | 420,000 | $8,933,000 | 5.45% |
| Morton Brown Family Wealth, LLC | 299,102 | $6,362,000 | 5.07% |
| Lester Murray Antman dba SimplyRich | 405,096 | $8,616,000 | 3.88% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 148,700 | $3,163,000 | 3.77% |
| Boston Standard Wealth Management, LLC | 424,408 | $9,027,000,000 | 3.03% |
| Oakwell Private Wealth Management, LLC | 255,285 | $5,430,000 | 3.01% |
| Drake & Associates, LLC | 247,948 | $5,274,000 | 3.00% |
| Klaas Financial Asset Advisors, LLC | 541,748 | $11,523,000 | 2.93% |