Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,335,253
-19.4%
13,777
-18.8%
0.81%
-8.2%
Q2 2023$1,656,873
-30.7%
16,976
-29.5%
0.88%
-12.1%
Q1 2023$2,390,027
-11.3%
24,086
-13.3%
1.01%
-23.6%
Q4 2022$2,694,247
-41.4%
27,787
-41.9%
1.32%
-37.6%
Q3 2022$4,599,000
-6.1%
47,852
-0.9%
2.11%
-4.5%
Q2 2022$4,897,000
-48.1%
48,275
-46.3%
2.21%
+13.5%
Q1 2022$9,434,000
+80.9%
89,894
+82.5%
1.95%
-15.2%
Q4 2021$5,216,000
+6.8%
49,262
+6.5%
2.30%
-3.0%
Q3 2021$4,884,000
+1.8%
46,234
+2.5%
2.37%
-3.8%
Q2 2021$4,797,000
+16.1%
45,126
+15.5%
2.46%
+1.4%
Q1 2021$4,132,000
+1.6%
39,084
+0.3%
2.43%
-10.6%
Q4 2020$4,068,000
-6.8%
38,949
-7.2%
2.72%
-15.6%
Q3 2020$4,367,000
+1.8%
41,961
+0.1%
3.22%
-3.6%
Q2 2020$4,291,000
+13.0%
41,909
+10.3%
3.34%
-7.6%
Q1 2020$3,797,000
-6.5%
38,005
-5.8%
3.61%
+5.4%
Q4 2019$4,062,00040,3323.43%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders