Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 245 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,473,607
+15.6%
68,459
+15.4%
2.11%
+31.6%
Q2 2023$3,005,057
-7.8%
59,306
-7.9%
1.61%
+17.1%
Q1 2023$3,258,321
-39.4%
64,406
-39.6%
1.37%
-47.8%
Q4 2022$5,376,733
+42.0%
106,660
+42.2%
2.63%
+51.1%
Q3 2022$3,787,00074,9821.74%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 1,065,412$54,059,00532.47%
MOULTON WEALTH MANAGEMENT, INC 383,250$19,390,51828.55%
Steward Financial Group LLC 1,681,786$85,33327.13%
Rinkey Investments 769,786$39,058,92317.90%
MAGNOLIA CAPITAL ADVISORS LLC 648,840$32,922,12015.78%
American Planning Services, Inc. 428,332$21,733,54714.44%
Oxbow Advisors, LLC 1,712,181$86,876,04013.68%
Grant/GrossMendelsohn, LLC 579,764$29,417,24912.73%
LANDAAS & CO /WI /ADV 521,053$26,438,00011.47%
Northwest Quadrant Wealth Management, LLC 730,457$37,063,36110.40%
View complete list of ISHARES TR shareholders