ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,790 | -15.8% | 18,427 | -5.2% | 0.13% | -19.7% |
| Q2 2023 | $450,958 | -12.8% | 19,438 | -14.0% | 0.16% | -24.5% |
| Q1 2023 | $516,933 | +3.6% | 22,603 | +4.6% | 0.21% | -6.3% |
| Q4 2022 | $498,971 | +6.2% | 21,600 | +1.1% | 0.22% | -4.3% |
| Q3 2022 | $470,000 | -9.8% | 21,366 | +0.5% | 0.23% | -16.2% |
| Q2 2022 | $521,000 | -23.0% | 21,267 | -7.4% | 0.28% | -19.5% |
| Q1 2022 | $677,000 | -6.1% | 22,955 | -3.0% | 0.34% | +3.9% |
| Q4 2021 | $721,000 | -7.1% | 23,658 | -15.2% | 0.33% | -15.8% |
| Q3 2021 | $776,000 | +4.4% | 27,885 | +4.9% | 0.39% | +4.0% |
| Q2 2021 | $743,000 | +39.7% | 26,581 | +36.1% | 0.38% | +37.0% |
| Q1 2021 | $532,000 | +33.7% | 19,529 | +18.6% | 0.28% | +12.7% |
| Q4 2020 | $398,000 | – | 16,472 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 440,321 | $9,321,604 | 7.25% |
| Gunma Bank,Ltd. | 360,000 | $7,621 | 5.55% |
| Wilshire Advisors LLC | 469,454 | $9,938,339 | 5.52% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 299,600 | $6,342,532 | 5.33% |
| Morton Brown Family Wealth, LLC | 325,273 | $6,886,023 | 3.52% |
| Klaas Financial Asset Advisors, LLC | 641,793 | $13,758,594 | 3.12% |
| Boston Standard Wealth Management, LLC | 491,203 | $10,399,000 | 2.74% |
| Alhambra Investment Management LLC | 196,562 | $4,161,213 | 2.74% |
| Waterford Advisors, LLC | 229,127 | $4,850,611 | 2.71% |
| PDS Planning, Inc | 942,167 | $19,945,668 | 2.58% |