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 | $19,945,668 | -4.1% | 942,167 | +4.0% | 2.58% | -3.0% |
| Q2 2023 | $20,804,387 | +15.1% | 905,720 | +14.9% | 2.66% | +6.7% |
| Q1 2023 | $18,071,919 | +9.9% | 788,134 | +8.8% | 2.49% | -5.2% |
| Q4 2022 | $16,443,794 | +11.8% | 724,077 | +4.7% | 2.63% | -1.8% |
| Q3 2022 | $14,706,000 | +3.0% | 691,404 | +17.1% | 2.68% | +3.6% |
| Q2 2022 | $14,273,000 | -8.7% | 590,290 | +10.2% | 2.58% | -6.1% |
| Q1 2022 | $15,641,000 | +5.6% | 535,478 | +10.7% | 2.75% | -2.9% |
| Q4 2021 | $14,810,000 | +31.8% | 483,829 | +18.0% | 2.83% | +9.3% |
| Q3 2021 | $11,238,000 | +12.1% | 409,993 | +13.4% | 2.59% | +6.3% |
| Q2 2021 | $10,021,000 | +39.6% | 361,495 | +28.3% | 2.44% | +17.1% |
| Q1 2021 | $7,180,000 | +43.1% | 281,803 | +34.3% | 2.08% | +21.0% |
| Q4 2020 | $5,019,000 | +36.9% | 209,755 | +20.3% | 1.72% | +15.4% |
| Q3 2020 | $3,667,000 | +11.4% | 174,382 | +10.6% | 1.49% | +0.1% |
| Q2 2020 | $3,291,000 | – | 157,612 | – | 1.49% | – |
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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% |