Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$40,745
+2.7%
1,6010.0%0.02%
+29.4%
Q1 2023$39,689
-8.4%
1,601
-14.4%
0.02%
-19.0%
Q4 2022$43,328
-16.7%
1,870
-29.4%
0.02%
-12.5%
Q3 2022$52,000
-11.9%
2,650
-0.0%
0.02%
-11.1%
Q2 2022$59,000
-59.6%
2,651
-53.6%
0.03%
-10.0%
Q1 2022$146,000
+94.7%
5,712
+93.8%
0.03%
-9.1%
Q4 2021$75,0000.0%2,948
+0.5%
0.03%
-8.3%
Q3 2021$75,000
-2.6%
2,934
-1.5%
0.04%
-10.0%
Q2 2021$77,000
-4.9%
2,979
-7.3%
0.04%
-16.7%
Q1 2021$81,000
+8.0%
3,212
-2.8%
0.05%
-4.0%
Q4 2020$75,000
+13.6%
3,306
-1.4%
0.05%
+2.0%
Q3 2020$66,000
+6.5%
3,353
+6.3%
0.05%
+2.1%
Q2 2020$62,000
+77.1%
3,154
+57.8%
0.05%
+45.5%
Q1 2020$35,000
+40.0%
1,999
+96.2%
0.03%
+57.1%
Q4 2019$25,0001,0190.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders