ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $247,105 | +38.8% | 8,460 | +1.1% | 0.15% | +32.7% |
| Q3 2022 | $178,000 | -11.4% | 8,371 | +0.5% | 0.11% | -1.8% |
| Q2 2022 | $201,000 | -18.6% | 8,332 | -1.5% | 0.11% | +4.7% |
| Q1 2022 | $247,000 | +2.9% | 8,460 | +7.7% | 0.11% | +2.9% |
| Q4 2021 | $240,000 | +12.1% | 7,852 | +0.4% | 0.10% | -15.4% |
| Q3 2021 | $214,000 | -1.8% | 7,824 | +0.2% | 0.12% | +2.5% |
| Q2 2021 | $218,000 | +10.1% | 7,808 | +0.2% | 0.12% | -2.4% |
| Q1 2021 | $198,000 | -42.9% | 7,789 | -46.3% | 0.12% | -54.9% |
| Q4 2020 | $347,000 | +17.2% | 14,500 | 0.0% | 0.27% | -1.1% |
| Q3 2020 | $296,000 | -2.0% | 14,500 | +0.2% | 0.28% | -30.3% |
| Q2 2020 | $302,000 | -22.0% | 14,467 | -23.8% | 0.40% | -43.3% |
| Q1 2020 | $387,000 | -72.2% | 18,988 | -62.3% | 0.70% | -47.0% |
| Q4 2019 | $1,390,000 | – | 50,311 | – | 1.32% | – |
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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% |