ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,212,538 | -5.1% | 151,750 | +3.0% | 1.72% | -5.5% |
| Q2 2023 | $3,384,619 | +6.8% | 147,350 | +6.6% | 1.82% | -2.1% |
| Q1 2023 | $3,168,537 | +7.9% | 138,183 | +6.8% | 1.86% | -0.7% |
| Q4 2022 | $2,937,642 | +28.7% | 129,355 | +20.6% | 1.87% | +17.6% |
| Q3 2022 | $2,282,000 | -13.9% | 107,265 | -2.2% | 1.59% | -15.4% |
| Q2 2022 | $2,651,000 | -19.3% | 109,649 | -2.5% | 1.88% | -18.8% |
| Q1 2022 | $3,284,000 | -0.3% | 112,420 | +4.5% | 2.32% | -3.7% |
| Q4 2021 | $3,293,000 | – | 107,574 | – | 2.40% | – |
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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% |