ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 246 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 10.11 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $966,368 | -7.8% | 45,648 | 0.0% | 0.00% | – |
| Q2 2023 | $1,048,535 | +0.2% | 45,648 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $1,046,709 | +1.0% | 45,648 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,036,666 | +6.8% | 45,648 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $971,000 | -13.9% | 45,648 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $1,128,000 | -17.2% | 46,643 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,362,000 | -4.6% | 46,643 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,428,000 | +11.7% | 46,643 | 0.0% | 0.00% | – |
| Q3 2021 | $1,278,000 | -1.2% | 46,643 | 0.0% | 0.00% | – |
| Q2 2021 | $1,293,000 | +8.7% | 46,643 | -0.1% | 0.00% | – |
| Q1 2021 | $1,189,000 | +11.6% | 46,670 | +4.9% | 0.00% | – |
| Q4 2020 | $1,065,000 | +13.8% | 44,501 | 0.0% | 0.00% | – |
| Q3 2020 | $936,000 | – | 44,501 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAHABA WEALTH MANAGEMENT, INC. | 732,533 | $19,536,000 | 4.88% |
| SigFig Wealth Management, LLC | 1,006,455 | $26,842,000 | 4.18% |
| Lester Murray Antman dba SimplyRich | 282,855 | $7,544,000 | 4.17% |
| Riverview Trust Co | 207,962 | $5,546,000 | 3.90% |
| Larson Financial Group LLC | 191,641 | $5,111,000 | 3.80% |
| Boston Standard Wealth Management, LLC | 265,948 | $7,189,000,000 | 3.52% |
| OptiFour Integrated Wealth Management, LLC | 181,865 | $4,850,000 | 3.39% |
| MFA WEALTH ADVISORS, LLC | 148,315 | $3,956,000 | 2.98% |
| ERn Financial, LLC | 134,491 | $3,587,000 | 2.70% |
| CAMG Solamere Management, LLC | 159,868 | $4,268,000 | 1.95% |