ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,532 | -7.8% | 11,976 | 0.0% | 0.36% | -5.7% |
| Q2 2023 | $275,089 | -32.0% | 11,976 | -32.1% | 0.38% | -2.8% |
| Q1 2023 | $404,325 | +0.9% | 17,633 | -0.0% | 0.40% | +5.1% |
| Q4 2022 | $400,589 | -46.8% | 17,635 | -50.2% | 0.38% | -25.5% |
| Q3 2022 | $753,000 | -27.2% | 35,389 | -17.3% | 0.50% | -46.0% |
| Q2 2022 | $1,034,000 | -12.6% | 42,790 | +7.0% | 0.94% | +3.5% |
| Q1 2022 | $1,183,000 | +31.3% | 39,980 | +35.4% | 0.90% | +37.2% |
| Q4 2021 | $901,000 | – | 29,536 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 440,321 | $9,321,604 | 7.25% |
| Gunma Bank,Ltd. | 360,000 | $7,621 | 5.55% |
| Wilshire Advisors LLC | 469,454 | $9,938,339 | 5.52% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 299,600 | $6,342,532 | 5.33% |
| Morton Brown Family Wealth, LLC | 325,273 | $6,886,023 | 3.52% |
| Klaas Financial Asset Advisors, LLC | 641,793 | $13,758,594 | 3.12% |
| Boston Standard Wealth Management, LLC | 491,203 | $10,399,000 | 2.74% |
| Alhambra Investment Management LLC | 196,562 | $4,161,213 | 2.74% |
| Waterford Advisors, LLC | 229,127 | $4,850,611 | 2.71% |
| PDS Planning, Inc | 942,167 | $19,945,668 | 2.58% |