Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$328
+4.5%
30.0%0.00%
Q1 2023$314
-41.7%
3
-40.0%
0.00%
Q4 2022$539
-46.1%
50.0%0.00%
Q3 2022$1,0000.0%50.0%0.00%
Q2 2022$1,000
-50.0%
5
-75.0%
0.00%
Q1 2022$2,0000.0%20
+33.3%
0.00%
-100.0%
Q4 2021$2,0000.0%150.0%0.00%0.0%
Q3 2021$2,0000.0%150.0%0.00%0.0%
Q2 2021$2,0000.0%150.0%0.00%0.0%
Q1 2021$2,0000.0%15
-16.7%
0.00%0.0%
Q4 2020$2,0000.0%180.0%0.00%0.0%
Q3 2020$2,000
+100.0%
18
+5.9%
0.00%0.0%
Q2 2020$1,0000.0%17
+70.0%
0.00%0.0%
Q1 2020$1,0000.0%10
+42.9%
0.00%0.0%
Q4 2019$1,00070.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 105,902$9,242,0002.91%
MD Financial Management Inc. 601,553$52,498,0002.84%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 216,528$18,896,0002.78%
Schoolcraft Capital LLC 62,448$5,449,8742.70%
Harborview Advisors, LLC 31,977$2,791,0002.31%
Efficient Advisors, LLC 140,936$12,299,0002.28%
One Capital Management, LLC 181,715$15,858,0002.28%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 41,900$3,657,0001.53%
DOWLING & YAHNKE LLC 129,165$11,272,0000.95%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 114,350$9,979,0000.93%
View complete list of ISHARES TR shareholders