ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,665,545 | +22.5% | 598,278 | +32.9% | 2.39% | +15.1% |
| Q2 2023 | $10,340,497 | +29.3% | 450,174 | +29.0% | 2.08% | +16.6% |
| Q1 2023 | $7,999,199 | +15.3% | 348,853 | +14.2% | 1.78% | +11.9% |
| Q4 2022 | $6,935,975 | +212.4% | 305,415 | +192.6% | 1.59% | +166.3% |
| Q3 2022 | $2,220,000 | +438.8% | 104,367 | +513.0% | 0.60% | +419.1% |
| Q2 2022 | $412,000 | -60.6% | 17,026 | -52.5% | 0.12% | -54.2% |
| Q1 2022 | $1,047,000 | +349.4% | 35,854 | +371.0% | 0.25% | +348.2% |
| Q4 2021 | $233,000 | – | 7,612 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SVB Investment Services Inc. | 266,747 | $7,394,000 | 4.93% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,028,523 | $29,683,000 | 4.59% |
| Boston Standard Wealth Management, LLC | 408,578 | $11,326,000,000 | 3.43% |
| Klaas Financial Asset Advisors, LLC | 449,079 | $12,488,000 | 3.14% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 169,700 | $4,704,000 | 3.10% |
| Wiser Wealth Management, Inc | 171,689 | $4,759,000 | 2.90% |
| GP Brinson Investments LLC | 135,241 | $3,749,000 | 2.66% |
| Oakwell Private Wealth Management, LLC | 149,001 | $4,130,000 | 2.65% |
| Larson Financial Group LLC | 390,839 | $10,834,000 | 2.52% |
| PDS Planning, Inc | 361,495 | $10,021,000 | 2.44% |