Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$73,450
+4.9%
9790.0%0.04%
+34.5%
Q1 2023$70,032
+4.7%
9790.0%0.03%
-12.1%
Q4 2022$66,888
-36.9%
979
-41.7%
0.03%
-32.7%
Q3 2022$106,000
-0.9%
1,6790.0%0.05%
+2.1%
Q2 2022$107,000
-58.8%
1,679
-50.0%
0.05%
-11.1%
Q1 2022$260,000
+182.6%
3,358
+209.8%
0.05%
+31.7%
Q4 2021$92,000
+7.0%
1,0840.0%0.04%
-2.4%
Q3 2021$86,000
-33.8%
1,084
-32.4%
0.04%
-37.3%
Q2 2021$130,000
+3.2%
1,6040.0%0.07%
-9.5%
Q1 2021$126,000
-34.4%
1,604
-39.5%
0.07%
-42.2%
Q4 2020$192,000
-13.5%
2,652
+186.4%
0.13%
-22.0%
Q3 2020$222,000
+9.4%
926
+2.0%
0.16%
+3.8%
Q2 2020$203,000
+21.6%
908
-2.7%
0.16%
-0.6%
Q1 2020$167,0000.0%933
+32.7%
0.16%
+12.8%
Q4 2019$167,0007030.14%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders