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 | $70,157 | -7.8% | 3,314 | 0.0% | 0.03% | -9.4% |
| Q2 2023 | $76,123 | +100061.8% | 3,314 | 0.0% | 0.03% | -8.6% |
| Q1 2023 | $76 | +1.3% | 3,314 | 0.0% | 0.04% | -2.8% |
| Q4 2022 | $75 | -100.0% | 3,314 | -54.5% | 0.04% | -50.0% |
| Q2 2022 | $174,000 | +47.5% | 7,290 | +83.4% | 0.07% | +56.5% |
| Q1 2022 | $118,000 | -5.6% | 3,976 | +3.6% | 0.05% | -16.4% |
| Q4 2021 | $125,000 | +15.7% | 3,836 | +0.6% | 0.06% | +10.0% |
| Q3 2021 | $108,000 | +28.6% | 3,814 | +26.5% | 0.05% | +25.0% |
| Q2 2021 | $84,000 | +10.5% | 3,014 | +0.5% | 0.04% | +17.6% |
| Q1 2021 | $76,000 | +24.6% | 3,000 | +15.8% | 0.03% | +21.4% |
| Q4 2020 | $61,000 | +19.6% | 2,590 | +6.7% | 0.03% | -3.4% |
| Q3 2020 | $51,000 | +4.1% | 2,428 | +2.8% | 0.03% | -3.3% |
| Q2 2020 | $49,000 | +145.0% | 2,363 | +230.0% | 0.03% | +130.8% |
| Q4 2019 | $20,000 | – | 716 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VIEWPOINT INVESTMENT PARTNERS CORP | 318,700 | $8,736,000 | 5.09% |
| SVB Investment Services Inc. | 262,391 | $7,192,000 | 4.80% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,045,691 | $28,662,000 | 4.22% |
| Lester Murray Antman dba SimplyRich | 390,478 | $10,703,000 | 3.89% |
| Oakwell Private Wealth Management, LLC | 237,958 | $6,522,000 | 3.52% |
| Gunma Bank,Ltd. | 230,000 | $6,304,000 | 3.49% |
| Boston Standard Wealth Management, LLC | 407,658 | $11,174,000,000 | 3.34% |
| Klaas Financial Asset Advisors, LLC | 468,351 | $12,838,000 | 3.13% |
| GP Brinson Investments LLC | 135,241 | $3,707,000 | 2.81% |
| Wiser Wealth Management, Inc | 188,005 | $5,153,000 | 2.75% |