ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,838 | -7.8% | 15,250 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $350,288 | +0.7% | 15,250 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $347,964 | +12.2% | 15,175 | +11.2% | 0.01% | -11.1% |
| Q4 2022 | $309,992 | -35.3% | 13,650 | -21.9% | 0.01% | -52.6% |
| Q3 2021 | $479,000 | -5.9% | 17,483 | -4.8% | 0.02% | -9.5% |
| Q2 2021 | $509,000 | -8.3% | 18,360 | -15.7% | 0.02% | -19.2% |
| Q1 2021 | $555,000 | +18.8% | 21,767 | +11.5% | 0.03% | +8.3% |
| Q4 2020 | $467,000 | +57.2% | 19,526 | +38.2% | 0.02% | +14.3% |
| Q3 2020 | $297,000 | +3.8% | 14,126 | +3.1% | 0.02% | 0.0% |
| Q2 2020 | $286,000 | +33.6% | 13,707 | +22.7% | 0.02% | +10.5% |
| Q1 2020 | $214,000 | +970.0% | 11,169 | +1360.0% | 0.02% | +850.0% |
| Q2 2019 | $20,000 | 0.0% | 765 | +3.1% | 0.00% | -33.3% |
| Q1 2019 | $20,000 | +33.3% | 742 | +18.3% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | -16.7% | 627 | -11.4% | 0.00% | +50.0% |
| Q4 2017 | $18,000 | – | 708 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAHABA WEALTH MANAGEMENT, INC. | 828,280 | $22,877,000 | 5.07% |
| SVB Investment Services Inc. | 181,510 | $5,013,000 | 4.75% |
| Larson Financial Group LLC | 264,731 | $7,312,000 | 4.21% |
| Lester Murray Antman dba SimplyRich | 305,189 | $8,362,000 | 4.20% |
| Riverview Trust Co | 204,136 | $5,638,000 | 3.79% |
| Boston Standard Wealth Management, LLC | 283,652 | $7,834,000,000 | 3.50% |
| OptiFour Integrated Wealth Management, LLC | 177,654 | $4,907,000 | 3.37% |
| Ameritas Investment Company, LLC | 471,400 | $13,020,000 | 2.73% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 89,600 | $2,475,000 | 2.63% |
| DWM Financial Group, Inc. | 83,664 | $2,311,000 | 2.35% |