Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$15,183
+0.2%
6610.0%0.01%
+33.3%
Q1 2023$15,157
+1.0%
6610.0%0.01%
-14.3%
Q4 2022$15,011
+7.2%
6610.0%0.01%
+16.7%
Q3 2022$14,000
-12.5%
6610.0%0.01%
-14.3%
Q2 2022$16,000
-77.8%
661
-73.5%
0.01%
-53.3%
Q1 2022$72,000
+89.5%
2,492
+100.0%
0.02%
-11.8%
Q4 2021$38,000
+11.8%
1,2460.0%0.02%
+6.2%
Q3 2021$34,000
-2.9%
1,2460.0%0.02%
-11.1%
Q2 2021$35,000
+9.4%
1,2460.0%0.02%
-5.3%
Q1 2021$32,000
+10.3%
1,246
+2.4%
0.02%0.0%
Q4 2020$29,000
+7.4%
1,217
-4.7%
0.02%
-5.0%
Q3 2020$27,0000.0%1,2770.0%0.02%
-4.8%
Q2 2020$27,000
+12.5%
1,277
+1.1%
0.02%
-8.7%
Q1 2020$24,000
-31.4%
1,2630.0%0.02%
-23.3%
Q4 2019$35,0001,2630.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders