Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$30,377
+1.1%
4970.0%0.02%
+23.1%
Q1 2023$30,054
+8.0%
4970.0%0.01%
-7.1%
Q4 2022$27,822
+15.9%
4970.0%0.01%
+27.3%
Q3 2022$24,000
-11.1%
4970.0%0.01%
-8.3%
Q2 2022$27,000
-43.8%
497
-35.3%
0.01%
+20.0%
Q1 2022$48,000
+65.5%
768
+78.6%
0.01%
-23.1%
Q4 2021$29,0000.0%4300.0%0.01%
-7.1%
Q3 2021$29,0000.0%4300.0%0.01%
-6.7%
Q2 2021$29,000
+3.6%
4300.0%0.02%
-6.2%
Q1 2021$28,000
+211.1%
430
+188.6%
0.02%
+166.7%
Q4 2020$9,000
+12.5%
1490.0%0.01%0.0%
Q3 2020$8,0000.0%1490.0%0.01%0.0%
Q2 2020$8,000
+14.3%
1490.0%0.01%
-14.3%
Q1 2020$7,000
-22.2%
1490.0%0.01%
-12.5%
Q4 2019$9,0001490.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders