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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |