Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$42,877
-2.0%
3720.0%0.02%
+27.8%
Q1 2023$43,766
+2.4%
3720.0%0.02%
-14.3%
Q4 2022$42,739
-0.6%
3720.0%0.02%
+5.0%
Q3 2022$43,000
-6.5%
372
-3.6%
0.02%
-4.8%
Q2 2022$46,000
-51.1%
386
-50.0%
0.02%
+10.5%
Q1 2022$94,000
+88.0%
772
+100.0%
0.02%
-13.6%
Q4 2021$50,0000.0%3860.0%0.02%
-8.3%
Q3 2021$50,000
+2.0%
386
+3.8%
0.02%
-4.0%
Q2 2021$49,000
+2.1%
3720.0%0.02%
-10.7%
Q1 2021$48,000
-2.0%
3720.0%0.03%
-15.2%
Q4 2020$49,000
-2.0%
3720.0%0.03%
-10.8%
Q3 2020$50,0000.0%3720.0%0.04%
-5.1%
Q2 2020$50,000
-29.6%
372
-29.9%
0.04%
-42.6%
Q1 2020$71,000
+51.1%
531
+42.7%
0.07%
+70.0%
Q4 2019$47,0003720.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders