Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$171,529
-88.9%
1,553
-88.9%
0.09%
-85.8%
Q1 2023$1,544,459
+0.5%
13,9770.0%0.65%
-13.4%
Q4 2022$1,536,352
+1588.3%
13,977
+1588.0%
0.75%
+1688.1%
Q3 2022$91,000
+46.8%
828
+46.5%
0.04%
+50.0%
Q2 2022$62,000
-50.0%
565
-50.0%
0.03%
+7.7%
Q1 2022$124,000
+100.0%
1,130
+100.0%
0.03%
-3.7%
Q4 2021$62,0000.0%5650.0%0.03%
-10.0%
Q3 2021$62,0000.0%5650.0%0.03%
-6.2%
Q2 2021$62,0000.0%5650.0%0.03%
-11.1%
Q1 2021$62,000
+10.7%
565
+10.6%
0.04%
-2.7%
Q4 2020$56,000
+14.3%
511
+16.4%
0.04%
+2.8%
Q3 2020$49,0000.0%4390.0%0.04%
-5.3%
Q2 2020$49,0000.0%4390.0%0.04%
-19.1%
Q1 2020$49,000
+2.1%
4390.0%0.05%
+17.5%
Q4 2019$48,0004390.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders