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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,057,066 | -0.6% | 97,169 | +7.8% | 0.68% | 0.0% |
| Q2 2023 | $2,070,349 | -3.9% | 90,133 | -4.0% | 0.68% | -12.9% |
| Q1 2023 | $2,153,859 | -4.7% | 93,932 | -5.6% | 0.78% | -16.2% |
| Q4 2022 | $2,260,291 | +14.3% | 99,528 | +7.0% | 0.94% | -5.3% |
| Q3 2022 | $1,978,000 | +41.0% | 93,013 | +60.3% | 0.99% | +51.2% |
| Q2 2022 | $1,403,000 | +36.9% | 58,030 | +65.4% | 0.65% | +34.3% |
| Q1 2022 | $1,025,000 | -24.1% | 35,081 | -20.4% | 0.49% | -34.6% |
| Q4 2021 | $1,350,000 | – | 44,090 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 429,647 | $9,757 | 6.92% |
| Wilshire Advisors LLC | 523,143 | $11,880,577 | 6.49% |
| Gunma Bank,Ltd. | 420,000 | $9,538 | 4.73% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 196,900 | $4,471,599 | 4.37% |
| Morton Brown Family Wealth, LLC | 269,848 | $6,128,255 | 4.18% |
| Kooman & Associates | 182,542 | $4,145,529 | 4.08% |
| Lester Murray Antman dba SimplyRich | 411,145 | $9,337 | 3.72% |
| Klaas Financial Asset Advisors, LLC | 596,537 | $13,547,349 | 3.36% |
| RS CRUM INC. | 297,780 | $6,762,584 | 3.17% |
| Oakwell Private Wealth Management, LLC | 277,793 | $6,308,682 | 3.01% |