Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 812 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 3.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$27,727
-1.7%
2180.0%0.02%
+25.0%
Q1 2023$28,207
-1.6%
2180.0%0.01%
-14.3%
Q4 2022$28,672
-4.4%
218
-14.2%
0.01%0.0%
Q3 2022$30,0000.0%2540.0%0.01%0.0%
Q2 2022$30,000
-54.5%
254
-50.0%
0.01%0.0%
Q1 2022$66,000
+69.2%
508
+100.0%
0.01%
-17.6%
Q4 2021$39,000
-4.9%
2540.0%0.02%
-15.0%
Q3 2021$41,000
-2.4%
2540.0%0.02%
-9.1%
Q2 2021$42,000
+133.3%
254
+108.2%
0.02%
+100.0%
Q1 2021$18,000
+38.5%
122
+47.0%
0.01%
+22.2%
Q4 2020$13,000
+18.2%
830.0%0.01%
+12.5%
Q3 2020$11,000
-35.3%
83
-34.6%
0.01%
-38.5%
Q2 2020$17,000
-15.0%
127
-31.0%
0.01%
-31.6%
Q1 2020$20,000
-9.1%
1840.0%0.02%0.0%
Q4 2019$22,0001840.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
TOTAL INVESTMENT MANAGEMENT INC 331,179$43,259,00012.50%
Avondale Wealth Management 47,757$6,467,0009.78%
LUCAS CAPITAL MANAGEMENT 28,608$3,874,0005.19%
HARBOR ADVISORY CORP /MA/ 33,211$4,497,0004.41%
CHURCHILL MANAGEMENT Corp 1,187,986$160,865,0003.95%
Aurora Investment Managers, LLC. 31,331$4,243,0003.84%
HANSEATIC MANAGEMENT SERVICES INC 12,104$1,639,0003.70%
Donoghue Forlines LLC 97,715$13,232,0003.63%
Blume Capital Management, Inc. 52,468$7,105,0003.60%
VALICENTI ADVISORY SERVICES INC 67,978$9,205,0003.43%
View complete list of ISHARES TR shareholders