Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 375 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$9,000
+12.5%
2760.0%0.01%0.0%
Q4 2020$8,000
+14.3%
2760.0%0.01%0.0%
Q3 2020$7,0000.0%2760.0%0.01%0.0%
Q2 2020$7,000
+16.7%
2760.0%0.01%
-16.7%
Q1 2020$6,000
-25.0%
276
+19.0%
0.01%
-14.3%
Q4 2019$8,0002320.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
MONETA GROUP INVESTMENT ADVISORS LLC 3,368,424$103,478,00010.20%
Independence Wealth Advisors, Inc. 327,554$10,062,0009.92%
Round Table Services, LLC 924,058$28,387,0008.75%
Highwater Wealth Management, LLC 57,178$1,756,0003.98%
BIEGEL & WALLER LLC 233,087$7,160,0003.66%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$27,587,0003.37%
AGILIS PARTNERS LLC 126,385$3,883,0002.90%
ACCURATE INVESTMENT SOLUTIONS, INC. 123,070$3,781,0002.88%
Grove Bank & Trust 222,743$6,843,0002.50%
Murphy, Middleton, Hinkle & Parker, Inc. 112,451$3,455,0002.46%
View complete list of ISHARES TR shareholders