IFP Advisors, Inc ownership in REET / iShares Trust - iShares Global REIT ETF - 13F, 13D, 13G Filings

iShares Trust - iShares Global REIT ETF

US ˙ ARCA ˙ US46434V6478

Security	REET / iShares Trust - iShares Global REIT ETF
Institution	IFP Advisors, Inc
Latest Disclosed Ownership	3,696 shares
Latest Disclosed Value	$ 92,954

IFP Advisors, Inc ownership in REET / iShares Trust - iShares Global REIT ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,696 shares of iShares Trust - iShares Global REIT ETF (US:REET) valued at $92,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,696 shares of iShares Trust - iShares Global REIT ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $99,164 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-13	2026-03-31	13F	ISHARES TR	mc	46434V647	3,696	0	0.00	93	0.00	0.0019
2026-02-06	2025-12-31	13F	ISHARES TR	mc	46434V647	3,696	-866	-18.98	92	-20.69	0.0021
2026-02-06	2025-09-30	13F/A-1	ISHARES TR GLOBAL REIT ETF	mc	46434V647	4,562	-2,120	-31.73	117	-29.70	0.0030
2025-12-02	2025-09-30	13F	ISHARES TR GLOBAL REIT ETF	mc	46434V647	4,562	-2,120		117		0.0030
2025-07-24	2025-06-30	13F	I	mc	46434V647	6,682	-9,705	-59.22	165	-58.44	0.0047
2025-05-05	2025-03-31	13F	ISHARES TR	mc	46434V647	16,387	-2,175	-11.72	398	-10.59	0.0123
2025-02-04	2024-12-31	13F	ISHARES TR	mc	46434V647	18,562	5,235	39.28	445	25.07	0.0146
2025-02-04	2024-09-30	13F	ISHARES TR	mc	46434V647	13,327	1,296	10.77	356	27.24	0.0128
2024-07-30	2024-06-30	13F	ISHARES TR	mc	46434V647	12,031	0	0.00	280	-1.76	0.0111
2024-07-30	2024-03-31	13F	ISHARES TR	mc	46434V647	12,031	-2,144	-15.13	285	-16.96	0.0125
2024-01-09	2023-12-31	13F	ISHARES TR	mc	46434V647	14,175	-48	-0.34	343	13.62	0.0162
2023-10-12	2023-09-30	13F	ISHARES TR	mc	46434V647	14,223	-1,159	-7.53	301	-14.73	0.0135
2023-08-14	2023-06-30	13F/A-1	ISHARES TR	mc	46434V647	15,382	-472	-2.98	353	-12.62	0.0148
2023-08-04	2023-06-30	13F	ISHARES TR	mc	46434V647	15,382	-472		392		0.0182
2023-04-18	2023-03-31	13F	ISHARES TR	mc	46434V647	15,854	-8,358	-34.52	404		0.0176
2023-02-07	2022-12-31	13F	ISHARES TR	mc	46434V647	24,212	1,527	6.73	1	-100.00	0.0166
2022-11-08	2022-09-30	13F	ISHARES TR	mc	46434V647	22,685	0	0.00	580	0.00	0.0151
2022-09-06	2022-06-30	13F/A-1	ISHARES TR	mc	46434V647	22,685	0	0.00	580	0.00	0.0186
2022-08-12	2022-06-30	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	1,139	-21,546		29		0.0519
2022-09-06	2022-03-31	13F/A-1	ISHARES TR	mc	46434V647	22,685	8,954	65.21	580	37.44	0.0186
2022-08-08	2022-03-31	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	13,731	0		352		0.0072
2022-01-12	2021-12-31	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	13,731	-203	-1.46	422	9.90	0.0082
2021-10-06	2021-09-30	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	13,934	215	1.57	384	0.79	0.0077
2021-07-13	2021-06-30	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	13,719	0	0.00	381	9.17	0.0079
2021-04-30	2021-03-31	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	13,719	-1	-0.01	349	6.40	0.0068
2021-01-25	2020-12-31	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	13,720	0	0.00	328	13.89	0.0133
2020-10-29	2020-09-30	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	13,720	-529	-3.71	288	-2.04	0.0172
2020-08-05	2020-06-30	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	14,249	-1,810	-11.27	294	-4.85	0.0233
2020-05-12	2020-03-31	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	16,059	12,377	336.15	309	209.00	0.0312
2020-01-17	2019-12-31	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	3,682	-34	-0.91	100	-4.76	0.0075
2019-11-07	2019-09-30	13F	ISHARES TR GLOBAL REIT ETF	CEF	46434V647	3,716	1,239	50.02	105	56.72	0.0070
2019-05-15	2019-03-31	13F	ISHARESGLOBAL REIT ETF	ETF	46434V647	2,477	-198	-7.40	67	6.35	0.0091
2019-06-03	2018-12-31	13F/A-10	ISHARES GLOBAL REIT ETF	ETF	46434V647	2,675	-7,073	-72.56	63	-74.39	0.0038
2019-01-23	2018-12-31	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	2,675	-7,073		63		0.0038
2019-06-03	2018-09-30	13F/A-9	ISHARES GLOBAL REIT ETF	ETF	46434V647	9,748	505	5.46	246	3.80	0.0100
2018-10-25	2018-09-30	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	9,748	505		246		0.0100
2019-06-03	2018-06-30	13F/A-8	ISHARES GLOBAL REIT ETF	ETF	46434V647	9,243	6,430	228.58	237	224.66	0.0100
2018-08-07	2018-06-30	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	9,243	6,548		237
2019-06-03	2018-03-31	13F/A-7	ISHARES GLOBAL REIT ETF	ETF	46434V647	2,813	0	0.00	73	0.00	0.0033
2018-05-09	2018-03-31	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	2,695	-118		66
2019-06-03	2017-12-31	13F/A-6	ISHARES GLOBAL REIT ETF	ETF	46434V647	2,813	1,756	166.13	73	170.37	0.0033
2018-01-24	2017-12-31	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	2,813	1,756		73
2017-10-30	2017-09-30	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	1,057	-6	-0.56	27	0.00	0.0011
2019-06-03	2017-06-30	13F/A-5	ISHARES GLOBAL REIT ETF	ETF	46434V647	1,063	-7	-0.65	27	0.00	0.0011
2017-07-31	2017-06-30	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	1,063	-7		27
2019-06-03	2017-03-31	13F/A-4	ISHARES GLOBAL REIT ETF	ETF	46434V647	1,070	958	855.36	27	800.00	0.0012
2017-04-26	2017-03-31	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	1,070	958		27
2019-06-03	2016-12-31	13F/A-3	ISHARES GLOBAL REIT ETF	ETF	46434V647	112	-144	-56.25	3	-57.14	0.0001
2017-02-14	2016-12-31	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	112	-144		3
2016-11-04	2016-09-30	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	256	-894	-77.74	7	-78.12	0.0004
2019-06-03	2016-06-30	13F/A-2	ISHARES GLOBAL REIT ETF	ETF	46434V647	1,150	-1,327	-53.57	32	-52.24	0.0018
2016-08-22	2016-06-30	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	1,150	-1,327		32
2019-06-03	2016-03-31	13F/A-1	ISHARESGLOBAL REIT ETF	ETF	46434V647	2,477	1,041	72.49	67	86.11	0.0091
2016-05-02	2016-03-31	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	1,232	-204		33
2016-02-11	2015-12-31	13F	ISHARES GLOBAL REIT ETF	ETF	46434V647	1,436	1,436		36		0.0024

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.