Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 206 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$6,371
+0.7%
1290.0%0.00%0.0%
Q1 2023$6,327
+2.9%
1290.0%0.00%0.0%
Q4 2022$6,146
+2.4%
129
+2.4%
0.00%0.0%
Q3 2022$6,0000.0%1260.0%0.00%0.0%
Q2 2022$6,000
-57.1%
126
-50.0%
0.00%0.0%
Q1 2022$14,000
+100.0%
252
+100.0%
0.00%0.0%
Q4 2021$7,0000.0%1260.0%0.00%0.0%
Q3 2021$7,0000.0%1260.0%0.00%
-25.0%
Q2 2021$7,0000.0%1260.0%0.00%0.0%
Q1 2021$7,0000.0%1260.0%0.00%
-20.0%
Q4 2020$7,0000.0%1260.0%0.01%0.0%
Q3 2020$7,0000.0%1260.0%0.01%0.0%
Q2 2020$7,000
+40.0%
126
+29.9%
0.01%0.0%
Q1 2020$5,0000.0%970.0%0.01%
+25.0%
Q4 2019$5,000970.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders