Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 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 Q1 2023
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders