Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$76,209
+1.1%
1,2170.0%0.04%
+28.1%
Q1 2023$75,393
+7.0%
1,2170.0%0.03%
-5.9%
Q4 2022$70,440
+25.8%
1,217
+10.9%
0.03%
+30.8%
Q3 2022$56,000
-11.1%
1,0970.0%0.03%
-7.1%
Q2 2022$63,000
-37.0%
1,097
-26.9%
0.03%
+33.3%
Q1 2022$100,000
+88.7%
1,500
+100.0%
0.02%
-8.7%
Q4 2021$53,0000.0%7500.0%0.02%
-11.5%
Q3 2021$53,000
-3.6%
7500.0%0.03%
-7.1%
Q2 2021$55,0007500.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders