iShares Trust - iShares Global REIT ETF
US ˙ ARCA ˙ US46434V6478

SecurityREET / iShares Trust - iShares Global REIT ETF
InstitutionPDS Planning, Inc
Latest Disclosed Ownership1,579,103 shares
Latest Disclosed Value $ 39,714,439
PDS Planning, Inc reports 2.97% increase in ownership of REET / iShares Trust - iShares Global REIT ETF

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 1,579,103 shares of iShares Trust - iShares Global REIT ETF (US:REET) valued at $39,714,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,533,569 shares of iShares Trust - iShares Global REIT ETF. This represents a change in shares of 2.97% during the quarter. The current value of the position is $42,809,482 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,579,103 45,534 2.97 39,714 3.79 2.6196
2026-01-26 2025-12-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,533,569 62,927 4.28 38,263 1.79 2.5560
2025-10-21 2025-09-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,470,642 47,980 3.37 37,590 6.97 2.5999
2025-07-24 2025-06-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,422,662 63,137 4.64 35,140 6.54 2.6188
2025-04-24 2025-03-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,359,525 38,977 2.95 32,982 4.20 2.7802
2025-02-10 2024-12-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,320,548 37,154 2.89 31,654 -7.59 2.8120
2024-10-30 2024-09-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,283,394 104,588 8.87 34,254 24.98 3.0699
2024-08-08 2024-06-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,178,806 40,251 3.54 27,407 1.66 2.7652
2024-05-01 2024-03-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,138,555 43,459 3.97 26,961 1.82 2.8327
2024-02-01 2023-12-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 1,095,096 152,929 16.23 26,479 32.76 3.0159
2023-10-23 2023-09-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 942,167 36,447 4.02 19,946 -4.13 2.5804
2023-07-21 2023-06-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 905,720 117,586 14.92 20,804 15.12 2.6601
2023-05-02 2023-03-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 788,134 64,057 8.85 18,072 9.90 2.4916
2023-01-27 2022-12-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 724,077 32,673 4.73 16,444 11.81 2.6282
2022-11-02 2022-09-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 691,404 101,114 17.13 14,706 3.03 2.6771
2022-07-15 2022-06-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 590,290 54,812 10.24 14,273 -8.75 2.5833
2022-04-18 2022-03-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 535,478 51,649 10.68 15,641 5.61 2.7525
2022-01-25 2021-12-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 483,829 73,836 18.01 14,810 31.79 2.8337
2021-10-22 2021-09-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 409,993 48,498 13.42 11,238 12.14 2.5930
2021-07-26 2021-06-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 361,495 79,692 28.28 10,021 39.57 2.4401
2021-04-20 2021-03-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 281,803 72,048 34.35 7,180 43.06 2.0842
2021-01-21 2020-12-31 13F ISHARES TR GLOBAL REIT ETF 46434V647 209,755 35,373 20.28 5,019 36.87 1.7227
2020-10-19 2020-09-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 174,382 16,770 10.64 3,667 11.43 1.4934
2020-08-11 2020-06-30 13F ISHARES TR GLOBAL REIT ETF 46434V647 157,612 157,612 3,291 1.4913
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.