Destiny Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Destiny Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,045,566
-4.1%
191,099
+8.6%
0.82%
+1.1%
Q2 2023$4,218,096
+25.7%
175,974
+20.3%
0.81%
+16.3%
Q1 2023$3,354,809
+6.2%
146,307
+5.2%
0.69%
+1.6%
Q4 2022$3,157,992
+7.1%
139,057
+0.3%
0.68%
+3.0%
Q3 2022$2,950,000
-12.4%
138,689
-0.4%
0.66%
-10.6%
Q2 2022$3,368,000
-23.0%
139,274
-7.0%
0.74%
-12.9%
Q1 2022$4,376,000
+9.3%
149,813
+14.5%
0.85%
+10.4%
Q4 2021$4,004,000
+12.6%
130,792
+0.8%
0.77%
+8.1%
Q3 2021$3,557,000
-12.5%
129,758
-11.5%
0.71%
-8.2%
Q2 2021$4,065,000
-0.4%
146,656
-8.4%
0.78%
-8.6%
Q1 2021$4,080,000
-1.6%
160,109
-7.6%
0.85%
-1.6%
Q4 2020$4,147,000173,2910.86%
Other shareholders
ISHARES TR shareholders Q4 2023
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