Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 360 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$31,948
-52.9%
685
-52.4%
0.02%
-41.4%
Q1 2023$67,856
-7.8%
1,439
-9.2%
0.03%
-19.4%
Q4 2022$73,561
-1.9%
1,584
-2.4%
0.04%
+5.9%
Q3 2022$75,000
-25.0%
1,623
-23.3%
0.03%
-24.4%
Q2 2022$100,000
-51.0%
2,115
-50.0%
0.04%
+7.1%
Q1 2022$204,000
+1.0%
4,230
+5.8%
0.04%
-52.8%
Q4 2021$202,000
-1.0%
3,9980.0%0.09%
-10.1%
Q3 2021$204,000
-0.5%
3,9980.0%0.10%
-5.7%
Q2 2021$205,0000.0%3,9980.0%0.10%
-13.2%
Q1 2021$205,0000.0%3,998
+0.6%
0.12%
-11.7%
Q4 2020$205,0000.0%3,9750.0%0.14%
-9.3%
Q3 2020$205,000
-0.5%
3,975
-0.6%
0.15%
-5.6%
Q2 2020$206,000
+9.0%
3,999
+6.8%
0.16%
-11.1%
Q1 2020$189,0000.0%3,746
-0.3%
0.18%
+13.2%
Q4 2019$189,0003,7580.16%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lee Financial Co 216,759$10,896,0003.52%
STERLING INVESTMENT ADVISORS LLC /ADV 62,606$3,147,0002.68%
Providence First Trust Co 50,289$2,528,0002.16%
NORTHSTAR INVESTMENT ADVISORS LLC 119,445$8,896,0001.74%
Horan Securities, Inc. 31,233$1,567,0001.54%
Rehmann Capital Advisory Group 149,870$7,534,0001.36%
PHILLIPS FINANCIAL MANAGEMENT, LLC 122,014$6,134,0001.34%
Destination Wealth Management 345,413$17,364,0001.11%
Citizens Business Bank 120,935$6,079,0001.02%
NORTHWEST INVESTMENT COUNSELORS, LLC 41,553$2,089,0000.90%
View complete list of ISHARES TR shareholders