ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,956 | -12.5% | 7,603 | -5.0% | 0.02% | -15.4% |
| Q2 2023 | $183,898 | -8.4% | 8,006 | -8.6% | 0.03% | -18.8% |
| Q1 2023 | $200,798 | -22.4% | 8,757 | -23.2% | 0.03% | -45.8% |
| Q4 2022 | $258,780 | +6.9% | 11,395 | 0.0% | 0.06% | -7.8% |
| Q3 2022 | $242,000 | -12.3% | 11,395 | 0.0% | 0.06% | +30.6% |
| Q2 2022 | $276,000 | -17.1% | 11,395 | 0.0% | 0.05% | -5.8% |
| Q1 2022 | $333,000 | -4.6% | 11,395 | 0.0% | 0.05% | +23.8% |
| Q4 2021 | $349,000 | +11.9% | 11,395 | 0.0% | 0.04% | -6.7% |
| Q3 2021 | $312,000 | +9.9% | 11,395 | +11.0% | 0.04% | -4.3% |
| Q2 2021 | $284,000 | +9.7% | 10,262 | +1.1% | 0.05% | -14.5% |
| Q1 2021 | $259,000 | – | 10,152 | – | 0.06% | – |
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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% |