ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,456 | -8.8% | 24,868 | -1.1% | 0.12% | -2.4% |
| Q2 2023 | $577,423 | +3.9% | 25,138 | +3.8% | 0.12% | -0.8% |
| Q1 2023 | $555,536 | -41.1% | 24,227 | -41.6% | 0.13% | -43.8% |
| Q4 2022 | $942,557 | +91.2% | 41,504 | +79.0% | 0.22% | +80.6% |
| Q3 2022 | $493,000 | -7.0% | 23,186 | +5.9% | 0.12% | -3.9% |
| Q2 2022 | $530,000 | -15.2% | 21,886 | +2.3% | 0.13% | +1.6% |
| Q1 2022 | $625,000 | +38.9% | 21,397 | +45.6% | 0.13% | +49.4% |
| Q4 2021 | $450,000 | +92.3% | 14,694 | +72.2% | 0.08% | +63.5% |
| Q3 2021 | $234,000 | -1.3% | 8,532 | -0.2% | 0.05% | -1.9% |
| Q2 2021 | $237,000 | +2.6% | 8,549 | -5.5% | 0.05% | +1.9% |
| Q1 2021 | $231,000 | – | 9,047 | – | 0.05% | – |
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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% |