Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 246 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
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 Q3 2023
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$14,829,0008.47%
SVB Investment Services Inc. 219,541$5,593,0004.46%
CAHABA WEALTH MANAGEMENT, INC. 1,095,557$27,914,0004.33%
Lester Murray Antman dba SimplyRich 369,375$9,412,0003.74%
VIEWPOINT INVESTMENT PARTNERS CORP 184,300$4,696,0003.58%
Klaas Financial Asset Advisors, LLC 500,809$12,761,0003.56%
Boston Standard Wealth Management, LLC 400,176$10,277,000,0003.34%
Wiser Wealth Management, Inc 160,132$4,080,0002.80%
GP Brinson Investments LLC 132,309$3,371,0002.76%
Larson Financial Group LLC 356,908$9,094,0002.68%
View complete list of ISHARES TR shareholders