Disciplined Investments, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 216 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$483,746
+9.3%
16,595
-2.6%
0.29%
+24.6%
Q2 2023$442,493
-61.9%
17,032
-60.4%
0.24%
-51.7%
Q1 2023$1,161,863
+13.8%
42,984
+18.6%
0.49%
-2.2%
Q4 2022$1,021,329
-41.4%
36,230
-25.7%
0.50%
-37.6%
Q3 2022$1,743,000
-14.0%
48,794
-1.5%
0.80%
-12.6%
Q2 2022$2,027,000
-47.0%
49,515
-48.1%
0.92%
+15.9%
Q1 2022$3,824,000
+160.7%
95,464
+101.0%
0.79%
+22.1%
Q4 2021$1,467,000
+305.2%
47,492
+369.7%
0.65%
+267.6%
Q3 2021$362,000
-0.5%
10,112
-4.1%
0.18%
-5.9%
Q2 2021$364,000
+23.4%
10,547
+7.0%
0.19%
+7.5%
Q1 2021$295,000
+77.7%
9,856
+58.0%
0.17%
+56.8%
Q4 2020$166,000
+1.2%
6,238
-5.1%
0.11%
-8.3%
Q3 2020$164,000
+100.0%
6,571
+89.8%
0.12%
+89.1%
Q2 2020$82,000
+13.9%
3,462
+8.7%
0.06%
-5.9%
Q1 2020$72,0003,1860.07%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 204,877$5,322,7121.90%
Evolution Wealth Advisors, LLC 270,812$7,035,6891.55%
Axiom Advisory, LLC 62,309$1,618,7981.43%
First National Bank of South Miami 68,073$1,768,5401.42%
Northwest Capital Management Inc 89,370$2,321,8410.97%
Certus Wealth Management, LLC 30,411$790,0780.78%
Anfield Capital Management, LLC 56,236$1,461,0110.64%
CLIENT 1ST ADVISORY GROUP, LLC 44,777$1,163,3130.61%
Atomi Financial Group, Inc. 35,126$912,5710.42%
PATTON ALBERTSON MILLER GROUP, LLC 80,362$2,087,8050.40%
View complete list of ISHARES U S ETF TR shareholders