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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CAHABA WEALTH MANAGEMENT, INC. | 828,280 | $22,877,000 | 5.07% |
SVB Investment Services Inc. | 181,510 | $5,013,000 | 4.75% |
Larson Financial Group LLC | 264,731 | $7,312,000 | 4.21% |
Lester Murray Antman dba SimplyRich | 305,189 | $8,362,000 | 4.20% |
Riverview Trust Co | 204,136 | $5,638,000 | 3.79% |
Boston Standard Wealth Management, LLC | 283,652 | $7,834,000,000 | 3.50% |
OptiFour Integrated Wealth Management, LLC | 177,654 | $4,907,000 | 3.37% |
Ameritas Investment Company, LLC | 471,400 | $13,020,000 | 2.73% |
VIEWPOINT INVESTMENT PARTNERS CORP | 89,600 | $2,475,000 | 2.63% |
DWM Financial Group, Inc. | 83,664 | $2,311,000 | 2.35% |