Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 526 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,551
+14.1%
70.0%0.00%
+100.0%
Q1 2023$3,11370.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RWQ Financial Management Services, Inc. 9,692$3,372,5556.68%
Legend Financial Advisors, Inc. 21,685$7,545,9176.60%
Hobart Private Capital, LLC 24,373$8,481,3175.74%
Strategic Vision Investment Ltd 36,500$12,701,2704.57%
Albar Capital Ltd 34,576$12,031,7564.50%
Bulltick Wealth Management, LLC 39,564$13,767,4813.91%
AFFINITY WEALTH MANAGEMENT LLC 45,642$15,882,5813.76%
360 Financial, Inc. 17,961$5,724,6223.72%
FIRST NATIONAL CORP /MA/ /ADV 36,421$12,673,6313.13%
Safeguard Investment Advisory Group, LLC 13,876$4,840,3972.98%
View complete list of ISHARES TR shareholders