ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $980,896 | -0.3% | 46,334 | +0.3% | 0.62% | -3.6% |
| Q2 2023 | $983,599 | -6.4% | 46,189 | +0.8% | 0.64% | -2.6% |
| Q1 2023 | $1,051,121 | +3.0% | 45,840 | +2.0% | 0.66% | -6.0% |
| Q4 2022 | $1,020,643 | +4.6% | 44,942 | -2.1% | 0.70% | -3.8% |
| Q3 2022 | $976,000 | -13.8% | 45,891 | -2.0% | 0.73% | -10.5% |
| Q2 2022 | $1,132,000 | -17.2% | 46,811 | +0.0% | 0.82% | -11.5% |
| Q1 2022 | $1,367,000 | -6.3% | 46,795 | -1.8% | 0.92% | -1.7% |
| Q4 2021 | $1,459,000 | – | 47,668 | – | 0.94% | – |
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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% |