Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,152
-89.5%
58
-89.0%
0.00%
-80.0%
Q1 2023$10,966
-1.6%
5290.0%0.01%0.0%
Q4 2022$11,141
+11.4%
5290.0%0.01%0.0%
Q3 2022$10,000
-16.7%
5290.0%0.01%0.0%
Q2 2022$12,000
-57.1%
529
-50.0%
0.01%
-16.7%
Q1 2022$28,000
+86.7%
1,058
+100.0%
0.01%
-14.3%
Q4 2021$15,000
-11.8%
529
-12.0%
0.01%
-12.5%
Q3 2021$17,000
-5.6%
6010.0%0.01%
-11.1%
Q2 2021$18,000
-5.3%
601
-12.3%
0.01%
-18.2%
Q1 2021$19,0000.0%6850.0%0.01%
-15.4%
Q4 2020$19,0000.0%685
-12.1%
0.01%
-7.1%
Q3 2020$19,0000.0%779
-6.5%
0.01%
-6.7%
Q2 2020$19,000
+18.8%
833
+12.6%
0.02%0.0%
Q1 2020$16,000
-27.3%
7400.0%0.02%
-21.1%
Q4 2019$22,0007400.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 235,436$6,396,796,0001.98%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 480,038$13,043,0000.99%
Old Port Advisors 76,791$2,066,0000.90%
Family Firm, Inc. 79,221$2,130,0000.64%
Merriman Wealth Management, LLC 184,949$5,026,0000.54%
AGILIS PARTNERS LLC 40,333$1,096,0000.51%
COURIER CAPITAL LLC 106,984$2,907,0000.32%
TBH Global Asset Management, LLC 28,456$773,0000.24%
CAPITAL INSIGHT PARTNERS, LLC 15,837$430,0000.11%
Walkner Condon Financial Advisors LLC 8,980$244,0000.10%
View complete list of ISHARES TR shareholders