Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$44,734
+7.7%
4590.0%0.02%
+41.2%
Q1 2023$41,517
+6.7%
4590.0%0.02%
-10.5%
Q4 2022$38,900
+8.1%
4590.0%0.02%
+11.8%
Q3 2022$36,000
-7.7%
4590.0%0.02%
-5.6%
Q2 2022$39,000
-58.5%
459
-50.0%
0.02%
-5.3%
Q1 2022$94,000
+88.0%
918
+100.0%
0.02%
-13.6%
Q4 2021$50,0004590.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders