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. | 582,000 | $13,927,000 | 12.71% |
| Klaas Financial Asset Advisors, LLC | 978,860 | $23,424,000 | 5.05% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,025,183 | $24,635,000 | 4.06% |
| Lester Murray Antman dba SimplyRich | 362,105 | $8,665,000 | 3.87% |
| SVB Investment Services Inc. | 201,136 | $4,813,000 | 3.74% |
| Boston Standard Wealth Management, LLC | 370,487 | $8,866,000,000 | 3.30% |
| Swaine & Leidel Wealth Services, LLC | 162,549 | $3,890,000 | 2.82% |
| Wiser Wealth Management, Inc | 155,411 | $3,719,000 | 2.79% |
| Larson Financial Group LLC | 307,357 | $7,355,000 | 2.50% |
| Oakwell Private Wealth Management, LLC | 131,333 | $3,143,000 | 2.47% |