ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 380,750 | $8,730,586 | 6.99% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 334,700 | $7,674,671 | 6.11% |
| Wilshire Advisors LLC | 455,421 | $10,442,804 | 5.59% |
| RFP Financial Group LLC | 163,042 | $3,738,512 | 4.30% |
| Gunma Bank,Ltd. | 420,000 | $9,631 | 4.24% |
| Morton Brown Family Wealth, LLC | 279,500 | $6,408,931 | 3.82% |
| Lester Murray Antman dba SimplyRich | 417,494 | $9,573 | 3.60% |
| Klaas Financial Asset Advisors, LLC | 616,171 | $14,128,799 | 3.27% |
| Oakwell Private Wealth Management, LLC | 289,951 | $6,648,583 | 3.03% |
| Boston Standard Wealth Management, LLC | 442,314 | $10,142,000 | 2.91% |