ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 258 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,648,583 | +5.4% | 289,951 | +4.4% | 3.03% | +0.5% |
| Q4 2022 | $6,308,682 | +16.2% | 277,793 | +8.8% | 3.01% | +0.2% |
| Q3 2022 | $5,430,000 | -17.4% | 255,285 | -6.1% | 3.01% | -19.8% |
| Q2 2022 | $6,573,000 | -13.7% | 271,851 | +4.3% | 3.75% | -2.1% |
| Q1 2022 | $7,615,000 | +0.3% | 260,685 | +5.1% | 3.83% | +1.3% |
| Q4 2021 | $7,594,000 | +16.4% | 248,104 | +4.3% | 3.78% | +7.2% |
| Q3 2021 | $6,522,000 | +57.9% | 237,958 | +59.7% | 3.52% | +33.0% |
| Q2 2021 | $4,130,000 | +18.6% | 149,001 | +9.0% | 2.65% | +7.5% |
| Q1 2021 | $3,483,000 | +10.8% | 136,683 | +4.1% | 2.47% | -0.2% |
| Q4 2020 | $3,143,000 | – | 131,333 | – | 2.47% | – |
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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% |