ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 270 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $462,776 | -10.0% | 19,904 | -8.3% | 0.01% | -14.3% |
| Q1 2024 | $513,977 | +24.5% | 21,705 | +27.1% | 0.01% | +7.7% |
| Q4 2023 | $412,958 | -5.2% | 17,078 | -17.0% | 0.01% | -18.8% |
| Q3 2023 | $435,543 | -17.6% | 20,574 | -10.6% | 0.02% | -20.0% |
| Q2 2023 | $528,370 | -2.8% | 23,003 | -3.0% | 0.02% | -13.0% |
| Q1 2023 | $543,622 | -0.4% | 23,708 | -1.3% | 0.02% | -11.5% |
| Q4 2022 | $545,608 | – | 24,025 | – | 0.03% | – |
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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% |