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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $229,671 | -56.3% | 9,999 | -56.4% | 0.01% | -60.0% |
| Q1 2023 | $525,471 | -0.5% | 22,916 | -1.5% | 0.03% | -9.1% |
| Q4 2022 | $528,318 | -5.0% | 23,264 | -11.0% | 0.03% | -21.4% |
| Q3 2022 | $556,000 | +9.9% | 26,141 | +24.8% | 0.04% | -6.7% |
| Q2 2022 | $506,000 | -10.9% | 20,942 | +7.7% | 0.04% | +4.7% |
| Q1 2022 | $568,000 | -4.7% | 19,453 | -0.0% | 0.04% | -2.3% |
| Q4 2021 | $596,000 | – | 19,457 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 380,750 | $8,730,586 | 6.99% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 334,700 | $7,674,671 | 6.11% |
| Wilshire Advisors LLC | 455,421 | $10,442,804 | 5.59% |
| RFP Financial Group LLC | 163,042 | $3,738,512 | 4.30% |
| Gunma Bank,Ltd. | 420,000 | $9,631 | 4.24% |
| Morton Brown Family Wealth, LLC | 279,500 | $6,408,931 | 3.82% |
| Lester Murray Antman dba SimplyRich | 417,494 | $9,573 | 3.60% |
| Klaas Financial Asset Advisors, LLC | 616,171 | $14,128,799 | 3.27% |
| Oakwell Private Wealth Management, LLC | 289,951 | $6,648,583 | 3.03% |
| Boston Standard Wealth Management, LLC | 442,314 | $10,142,000 | 2.91% |