Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 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 Q1 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders