ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 244 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $329,291 | -2.6% | 15,555 | +5.7% | 0.01% | -7.7% |
Q2 2023 | $337,972 | +1.2% | 14,714 | +1.0% | 0.01% | -7.1% |
Q1 2023 | $333,907 | +0.9% | 14,562 | -0.1% | 0.01% | 0.0% |
Q4 2022 | $331,044 | -5.7% | 14,577 | -11.7% | 0.01% | -17.6% |
Q3 2022 | $351,000 | -11.8% | 16,505 | +0.4% | 0.02% | -10.5% |
Q2 2022 | $398,000 | – | 16,441 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CAHABA WEALTH MANAGEMENT, INC. | 828,280 | $22,877,000 | 5.07% |
SVB Investment Services Inc. | 181,510 | $5,013,000 | 4.75% |
Larson Financial Group LLC | 264,731 | $7,312,000 | 4.21% |
Lester Murray Antman dba SimplyRich | 305,189 | $8,362,000 | 4.20% |
Riverview Trust Co | 204,136 | $5,638,000 | 3.79% |
Boston Standard Wealth Management, LLC | 283,652 | $7,834,000,000 | 3.50% |
OptiFour Integrated Wealth Management, LLC | 177,654 | $4,907,000 | 3.37% |
Ameritas Investment Company, LLC | 471,400 | $13,020,000 | 2.73% |
VIEWPOINT INVESTMENT PARTNERS CORP | 89,600 | $2,475,000 | 2.63% |
DWM Financial Group, Inc. | 83,664 | $2,311,000 | 2.35% |