ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,199 | +3.1% | 31,422 | +11.8% | 0.01% | -27.3% |
| Q2 2023 | $645,389 | -17.3% | 28,097 | -17.4% | 0.01% | -15.4% |
| Q1 2023 | $780,055 | -5.2% | 34,019 | -6.1% | 0.01% | -18.8% |
| Q4 2022 | $822,535 | -0.7% | 36,219 | -6.6% | 0.02% | -15.8% |
| Q3 2022 | $828,000 | -13.6% | 38,788 | -2.3% | 0.02% | -5.0% |
| Q2 2022 | $958,000 | -14.6% | 39,689 | +3.3% | 0.02% | +33.3% |
| Q1 2022 | $1,122,000 | – | 38,425 | – | 0.02% | – |
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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% |