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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |