ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 252 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 10.11 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $286,640 | +24.5% | 12,105 | +11.4% | 0.02% | 0.0% |
| Q3 2023 | $230,141 | -3.0% | 10,871 | +5.3% | 0.02% | 0.0% |
| Q2 2023 | $237,166 | -69.0% | 10,325 | -69.0% | 0.02% | -69.1% |
| Q1 2023 | $763,861 | +4.9% | 33,313 | +3.9% | 0.06% | +1.9% |
| Q4 2022 | $728,371 | +12.6% | 32,073 | +5.5% | 0.05% | +1.9% |
| Q3 2022 | $647,000 | +1.4% | 30,404 | +15.2% | 0.05% | +1.9% |
| Q2 2022 | $638,000 | -13.1% | 26,397 | +4.9% | 0.05% | +8.3% |
| Q1 2022 | $734,000 | -27.8% | 25,152 | -13.0% | 0.05% | -25.0% |
| Q4 2021 | $1,016,000 | +58.0% | 28,911 | +23.1% | 0.06% | +48.8% |
| Q3 2021 | $643,000 | +1.3% | 23,480 | +2.5% | 0.04% | +2.4% |
| Q2 2021 | $635,000 | +7.4% | 22,906 | -1.2% | 0.04% | 0.0% |
| Q1 2021 | $591,000 | +6.5% | 23,195 | -0.0% | 0.04% | +10.5% |
| Q4 2020 | $555,000 | +3.4% | 23,201 | -9.1% | 0.04% | -17.4% |
| Q3 2020 | $537,000 | -0.9% | 25,515 | -1.8% | 0.05% | -9.8% |
| Q2 2020 | $542,000 | – | 25,975 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wilshire Advisors LLC | 520,568 | $11,071,000 | 6.34% |
| COOPER/HAIMS ADVISORS, LLC | 328,634 | $6,990,000 | 5.79% |
| Gunma Bank,Ltd. | 420,000 | $8,933,000 | 5.45% |
| Morton Brown Family Wealth, LLC | 299,102 | $6,362,000 | 5.07% |
| Lester Murray Antman dba SimplyRich | 405,096 | $8,616,000 | 3.88% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 148,700 | $3,163,000 | 3.77% |
| Boston Standard Wealth Management, LLC | 424,408 | $9,027,000,000 | 3.03% |
| Oakwell Private Wealth Management, LLC | 255,285 | $5,430,000 | 3.01% |
| Drake & Associates, LLC | 247,948 | $5,274,000 | 3.00% |
| Klaas Financial Asset Advisors, LLC | 541,748 | $11,523,000 | 2.93% |