Lester Murray Antman dba SimplyRich - ISHARES TR ownership

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
Lester Murray Antman dba SimplyRich ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$8,440
-11.8%
367,462
-12.0%
3.01%
-16.4%
Q1 2023$9,573
+2.5%
417,494
+1.5%
3.60%
-3.2%
Q4 2022$9,337
-99.9%
411,145
+1.5%
3.72%
-4.2%
Q3 2022$8,616,000
-11.7%
405,096
+0.4%
3.88%
-4.2%
Q2 2022$9,757,000
-17.1%
403,550
+0.1%
4.05%
-1.7%
Q1 2022$11,773,000
-5.0%
403,073
-0.5%
4.12%
+0.1%
Q4 2021$12,395,000
+15.8%
404,925
+3.7%
4.12%
+5.7%
Q3 2021$10,703,000
+13.7%
390,478
+5.7%
3.89%
+4.2%
Q1 2021$9,412,000
+8.6%
369,375
+2.0%
3.74%
-3.5%
Q4 2020$8,665,000
+16.0%
362,105
+2.0%
3.87%
+3.4%
Q3 2020$7,469,000
+1.8%
355,170
+0.5%
3.74%
-7.2%
Q2 2020$7,336,000
+23.7%
353,356
+14.8%
4.04%
+2.1%
Q1 2020$5,930,000
-29.1%
307,872
+0.9%
3.95%
-5.9%
Q4 2019$8,362,000
+1.8%
305,189
+4.1%
4.20%
-6.4%
Q3 2019$8,215,000
+8.9%
293,174
+3.6%
4.49%
+7.6%
Q2 2019$7,544,000
+0.9%
282,855
+1.1%
4.17%
-31.5%
Q1 2019$7,476,000279,8006.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders