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 | $221,543 | -0.3% | 9,356 | +0.6% | 0.04% | -10.2% |
| Q4 2023 | $222,258 | +9.7% | 9,303 | -2.8% | 0.05% | -7.5% |
| Q3 2023 | $202,587 | -7.8% | 9,570 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $219,812 | +3.6% | 9,570 | +3.4% | 0.05% | -5.5% |
| Q1 2023 | $212,248 | +3.9% | 9,256 | +2.9% | 0.06% | -5.2% |
| Q4 2022 | $204,271 | -4.5% | 8,995 | +1.5% | 0.06% | -13.4% |
| Q2 2022 | $214,000 | -21.3% | 8,863 | -4.7% | 0.07% | -5.6% |
| Q1 2022 | $272,000 | -3.2% | 9,301 | +1.3% | 0.07% | -1.4% |
| Q4 2021 | $281,000 | +19.6% | 9,186 | +7.0% | 0.07% | +1.4% |
| Q3 2021 | $235,000 | -1.3% | 8,583 | 0.0% | 0.07% | +2.9% |
| Q2 2021 | $238,000 | +10.7% | 8,583 | +1.7% | 0.07% | -6.8% |
| Q1 2021 | $215,000 | +6.4% | 8,442 | 0.0% | 0.07% | +2.8% |
| Q4 2020 | $202,000 | – | 8,442 | – | 0.07% | – |
Download | ||||||
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% |