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 | $88,953,398 | -7.8% | 4,201,861 | 0.0% | 0.09% | -5.1% |
| Q2 2023 | $96,516,747 | +0.2% | 4,201,861 | 0.0% | 0.10% | -14.8% |
| Q1 2023 | $96,306,662 | +1.0% | 4,201,861 | 0.0% | 0.12% | +4.5% |
| Q4 2022 | $95,340,000 | +6.7% | 4,201,861 | 0.0% | 0.11% | -24.7% |
| Q3 2022 | $89,374,000 | -12.0% | 4,201,861 | 0.0% | 0.15% | +2.8% |
| Q2 2022 | $101,601,000 | -17.2% | 4,201,861 | 0.0% | 0.14% | -4.7% |
| Q1 2022 | $122,737,000 | +75.0% | 4,201,861 | +83.3% | 0.15% | +129.2% |
| Q4 2021 | $70,154,000 | +33955.3% | 2,291,840 | +28430.3% | 0.06% | – |
| Q3 2017 | $206,000 | -17.3% | 8,033 | -18.0% | 0.00% | – |
| Q2 2017 | $249,000 | -60.7% | 9,791 | -60.9% | 0.00% | -100.0% |
| Q1 2017 | $634,000 | -0.6% | 25,037 | -0.9% | 0.00% | 0.0% |
| Q4 2016 | $638,000 | -73.2% | 25,263 | -71.1% | 0.00% | -83.3% |
| Q3 2016 | $2,381,000 | – | 87,485 | – | 0.01% | – |
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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% |