ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,791,255 | +14.2% | 156,793 | 0.0% | 1.80% | -28.9% |
| Q3 2023 | $3,319,308 | -7.8% | 156,793 | 0.0% | 2.54% | -6.8% |
| Q2 2023 | $3,601,535 | +0.2% | 156,793 | 0.0% | 2.72% | -4.8% |
| Q1 2023 | $3,595,263 | +1.0% | 156,793 | 0.0% | 2.86% | +2.7% |
| Q4 2022 | $3,560,769 | +6.8% | 156,793 | 0.0% | 2.78% | +11.7% |
| Q3 2022 | $3,335,000 | -9.1% | 156,793 | +3.3% | 2.49% | -13.2% |
| Q2 2022 | $3,668,000 | -17.2% | 151,716 | 0.0% | 2.87% | -1.7% |
| Q1 2022 | $4,432,000 | +7.1% | 151,716 | +12.2% | 2.92% | -0.5% |
| Q4 2021 | $4,140,000 | +11.7% | 135,241 | 0.0% | 2.94% | +4.7% |
| Q3 2021 | $3,707,000 | -1.1% | 135,241 | 0.0% | 2.81% | +5.5% |
| Q2 2021 | $3,749,000 | +11.2% | 135,241 | +2.2% | 2.66% | -3.6% |
| Q1 2021 | $3,371,000 | – | 132,309 | – | 2.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gunma Bank,Ltd. | 220,000 | $6,426,000 | 15.22% |
| Wilshire Advisors LLC | 526,069 | $15,366,000 | 6.87% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 279,200 | $8,546,000 | 6.78% |
| SVB Investment Services Inc. | 368,543 | $10,765,000 | 6.68% |
| Morton Brown Family Wealth, LLC | 295,740 | $8,638,000 | 6.53% |
| COOPER/HAIMS ADVISORS, LLC | 260,529 | $7,610,000 | 4.96% |
| Lester Murray Antman dba SimplyRich | 403,073 | $11,773,000 | 4.12% |
| Oakwell Private Wealth Management, LLC | 260,685 | $7,615,000 | 3.83% |
| BIVIN & ASSOCIATES, INC. | 128,639 | $3,758,000 | 3.43% |
| Boston Standard Wealth Management, LLC | 406,654 | $11,878,000,000 | 3.40% |