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 | $524,720 | -10.9% | 24,786 | -2.4% | 0.12% | -8.5% |
| Q2 2023 | $589,071 | +6.9% | 25,391 | +5.7% | 0.13% | +0.8% |
| Q1 2023 | $551,049 | -5.8% | 24,032 | +0.7% | 0.13% | -7.2% |
| Q4 2022 | $584,859 | +26.3% | 23,862 | +9.6% | 0.14% | +8.7% |
| Q3 2022 | $463,000 | -8.0% | 21,772 | +6.2% | 0.13% | -0.8% |
| Q2 2022 | $503,000 | -12.2% | 20,507 | +5.5% | 0.13% | +2.4% |
| Q1 2022 | $573,000 | +6.3% | 19,442 | +2.8% | 0.12% | +3.3% |
| Q4 2021 | $539,000 | -1.6% | 18,917 | -0.7% | 0.12% | 0.0% |
| Q3 2021 | $548,000 | -0.4% | 19,042 | -1.1% | 0.12% | -4.0% |
| Q2 2021 | $550,000 | +6.0% | 19,252 | +0.5% | 0.13% | -2.3% |
| Q1 2021 | $519,000 | +7.2% | 19,147 | -5.9% | 0.13% | -7.9% |
| Q4 2020 | $484,000 | +10.8% | 20,353 | -1.2% | 0.14% | -14.6% |
| Q3 2020 | $437,000 | +3.1% | 20,606 | +1.5% | 0.16% | -2.4% |
| Q2 2020 | $424,000 | -62.2% | 20,302 | -67.9% | 0.17% | -71.1% |
| Q1 2020 | $1,122,000 | -27.1% | 63,253 | +14.2% | 0.58% | -5.2% |
| Q4 2019 | $1,540,000 | +0.5% | 55,384 | +2.2% | 0.61% | -9.3% |
| Q3 2019 | $1,532,000 | +14.2% | 54,217 | +8.1% | 0.68% | +12.1% |
| Q2 2019 | $1,342,000 | +2.2% | 50,138 | +0.4% | 0.60% | +1.3% |
| Q1 2019 | $1,313,000 | +51.3% | 49,926 | +45.1% | 0.60% | +47.2% |
| Q4 2018 | $868,000 | -1.8% | 34,402 | -1.8% | 0.40% | -1.0% |
| Q3 2018 | $884,000 | +13.8% | 35,040 | +15.7% | 0.41% | +6.2% |
| Q2 2018 | $777,000 | +108.9% | 30,292 | +101.0% | 0.38% | +99.5% |
| Q1 2018 | $372,000 | – | 15,074 | – | 0.19% | – |
Download | ||||||
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% |