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 208 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is 4.57 and the average weighting 0.1%.

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 Q1 2023
NameSharesValueWeighting ↓
PALLADIEM, LLC 230,452$9,230,0008.16%
TRUE Private Wealth Advisors 1,279,513$54,635,0007.69%
Turim 21 Investimentos Ltda. 422,009$16,895,0007.35%
Northwest Capital Management Inc 349,623$14,002,0006.59%
MCMORGAN & CO LLC 625,341$25,045,0005.43%
Scarborough Advisors, LLC 402,955$16,138,0005.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 341,520$13,678,0004.85%
Evolution Wealth Advisors, LLC 582,509$23,329,0004.79%
Buttonwood Financial Group, LLC 154,483$6,192,0004.60%
Bull Oak Capital, LLC 125,824$5,039,0004.13%
View complete list of ISHARES U S ETF TR shareholders