ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,347,711 | -21.7% | 110,891 | -15.0% | 0.00% | -40.0% |
| Q2 2023 | $2,998,867 | +15.1% | 130,407 | +14.8% | 0.01% | 0.0% |
| Q1 2023 | $2,604,375 | -48.9% | 113,571 | -49.4% | 0.01% | -50.0% |
| Q4 2022 | $5,097,519 | +290.0% | 224,459 | +265.2% | 0.01% | +233.3% |
| Q3 2022 | $1,307,000 | -4.6% | 61,454 | +8.5% | 0.00% | 0.0% |
| Q2 2022 | $1,370,000 | -70.2% | 56,664 | +6.7% | 0.00% | -66.7% |
| Q1 2022 | $4,595,000 | +206.1% | 53,103 | +8.2% | 0.01% | +200.0% |
| Q4 2021 | $1,501,000 | +22.7% | 49,073 | +10.1% | 0.00% | 0.0% |
| Q3 2021 | $1,223,000 | +11.4% | 44,565 | +12.4% | 0.00% | +50.0% |
| Q2 2021 | $1,098,000 | +13.2% | 39,654 | +4.2% | 0.00% | 0.0% |
| Q1 2021 | $970,000 | +24.4% | 38,039 | +16.7% | 0.00% | 0.0% |
| Q4 2020 | $780,000 | +14.4% | 32,601 | +0.4% | 0.00% | 0.0% |
| Q3 2020 | $682,000 | -14.6% | 32,462 | -15.1% | 0.00% | -33.3% |
| Q2 2020 | $799,000 | -19.6% | 38,243 | -26.5% | 0.00% | -25.0% |
| Q1 2020 | $994,000 | – | 52,018 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 429,647 | $9,757 | 6.92% |
| Wilshire Advisors LLC | 523,143 | $11,880,577 | 6.49% |
| Gunma Bank,Ltd. | 420,000 | $9,538 | 4.73% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 196,900 | $4,471,599 | 4.37% |
| Morton Brown Family Wealth, LLC | 269,848 | $6,128,255 | 4.18% |
| Kooman & Associates | 182,542 | $4,145,529 | 4.08% |
| Lester Murray Antman dba SimplyRich | 411,145 | $9,337 | 3.72% |
| Klaas Financial Asset Advisors, LLC | 596,537 | $13,547,349 | 3.36% |
| RS CRUM INC. | 297,780 | $6,762,584 | 3.17% |
| Oakwell Private Wealth Management, LLC | 277,793 | $6,308,682 | 3.01% |