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 | $4,045,566 | -4.1% | 191,099 | +8.6% | 0.82% | +1.1% |
Q2 2023 | $4,218,096 | +25.7% | 175,974 | +20.3% | 0.81% | +16.3% |
Q1 2023 | $3,354,809 | +6.2% | 146,307 | +5.2% | 0.69% | +1.6% |
Q4 2022 | $3,157,992 | +7.1% | 139,057 | +0.3% | 0.68% | +3.0% |
Q3 2022 | $2,950,000 | -12.4% | 138,689 | -0.4% | 0.66% | -10.6% |
Q2 2022 | $3,368,000 | -23.0% | 139,274 | -7.0% | 0.74% | -12.9% |
Q1 2022 | $4,376,000 | +9.3% | 149,813 | +14.5% | 0.85% | +10.4% |
Q4 2021 | $4,004,000 | +12.6% | 130,792 | +0.8% | 0.77% | +8.1% |
Q3 2021 | $3,557,000 | -12.5% | 129,758 | -11.5% | 0.71% | -8.2% |
Q2 2021 | $4,065,000 | -0.4% | 146,656 | -8.4% | 0.78% | -8.6% |
Q1 2021 | $4,080,000 | -1.6% | 160,109 | -7.6% | 0.85% | -1.6% |
Q4 2020 | $4,147,000 | – | 173,291 | – | 0.86% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VIEWPOINT INVESTMENT PARTNERS CORP | 318,700 | $8,736,000 | 5.09% |
SVB Investment Services Inc. | 262,391 | $7,192,000 | 4.80% |
CAHABA WEALTH MANAGEMENT, INC. | 1,045,691 | $28,662,000 | 4.22% |
Lester Murray Antman dba SimplyRich | 390,478 | $10,703,000 | 3.89% |
Oakwell Private Wealth Management, LLC | 237,958 | $6,522,000 | 3.52% |
Gunma Bank,Ltd. | 230,000 | $6,304,000 | 3.49% |
Boston Standard Wealth Management, LLC | 407,658 | $11,174,000,000 | 3.34% |
Klaas Financial Asset Advisors, LLC | 468,351 | $12,838,000 | 3.13% |
GP Brinson Investments LLC | 135,241 | $3,707,000 | 2.81% |
Wiser Wealth Management, Inc | 188,005 | $5,153,000 | 2.75% |