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 175 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is 0.61 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 Q2 2023
NameSharesValueWeighting ↓
Northwest Capital Management Inc 204,079$5,752,9843.06%
PALLADIEM, LLC 103,263$2,910,9883.02%
BKA Wealth Consulting, Inc. 54,312$1,531,0462.93%
MCMORGAN & CO LLC 405,493$11,430,8492.45%
Scarborough Advisors, LLC 312,625$8,812,9122.36%
Pettinga Financial Advisors LLC 224,870$6,339,0882.07%
Peak Financial Management, Inc. 177,336$4,999,0971.97%
Axiom Advisory, LLC 62,226$1,754,2281.86%
Evolution Wealth Advisors, LLC 240,199$6,771,1721.71%
OmniStar Financial Group, Inc. 48,058$1,354,7641.54%
View complete list of ISHARES U S ETF TR shareholders