ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,699 | -48.8% | 221,983 | -44.5% | 0.02% | -50.0% |
| Q2 2023 | $9,183 | -10.3% | 399,787 | -10.5% | 0.04% | -23.4% |
| Q1 2023 | $10,240 | -1.2% | 446,577 | -2.2% | 0.05% | -9.6% |
| Q4 2022 | $10,366 | -99.9% | 456,454 | -1.8% | 0.05% | -11.9% |
| Q3 2022 | $9,890,000 | +27.6% | 464,952 | +45.0% | 0.06% | +25.5% |
| Q2 2022 | $7,751,000 | -19.4% | 320,549 | -2.6% | 0.05% | -17.5% |
| Q1 2022 | $9,614,000 | -7.6% | 329,145 | -3.2% | 0.06% | -10.9% |
| Q4 2021 | $10,410,000 | +11.7% | 340,071 | -0.0% | 0.06% | -1.5% |
| Q3 2021 | $9,323,000 | -0.1% | 340,127 | +1.0% | 0.06% | -9.7% |
| Q2 2021 | $9,335,000 | +2.7% | 336,749 | -5.6% | 0.07% | -13.3% |
| Q1 2021 | $9,090,000 | – | 356,762 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VIEWPOINT INVESTMENT PARTNERS CORP | 318,700 | $8,736,000 | 5.09% |
| SVB Investment Services Inc. | 262,391 | $7,192,000 | 4.80% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,045,691 | $28,662,000 | 4.22% |
| Lester Murray Antman dba SimplyRich | 390,478 | $10,703,000 | 3.89% |
| Oakwell Private Wealth Management, LLC | 237,958 | $6,522,000 | 3.52% |
| Gunma Bank,Ltd. | 230,000 | $6,304,000 | 3.49% |
| Boston Standard Wealth Management, LLC | 407,658 | $11,174,000,000 | 3.34% |
| Klaas Financial Asset Advisors, LLC | 468,351 | $12,838,000 | 3.13% |
| GP Brinson Investments LLC | 135,241 | $3,707,000 | 2.81% |
| Wiser Wealth Management, Inc | 188,005 | $5,153,000 | 2.75% |