Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

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 Q1 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders