Disciplined Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 292 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$30,377
+1.1%
4970.0%0.02%
+23.1%
Q1 2023$30,054
+8.0%
4970.0%0.01%
-7.1%
Q4 2022$27,822
+15.9%
4970.0%0.01%
+27.3%
Q3 2022$24,000
-11.1%
4970.0%0.01%
-8.3%
Q2 2022$27,000
-43.8%
497
-35.3%
0.01%
+20.0%
Q1 2022$48,000
+65.5%
768
+78.6%
0.01%
-23.1%
Q4 2021$29,0000.0%4300.0%0.01%
-7.1%
Q3 2021$29,0000.0%4300.0%0.01%
-6.7%
Q2 2021$29,000
+3.6%
4300.0%0.02%
-6.2%
Q1 2021$28,000
+211.1%
430
+188.6%
0.02%
+166.7%
Q4 2020$9,000
+12.5%
1490.0%0.01%0.0%
Q3 2020$8,0000.0%1490.0%0.01%0.0%
Q2 2020$8,000
+14.3%
1490.0%0.01%
-14.3%
Q1 2020$7,000
-22.2%
1490.0%0.01%
-12.5%
Q4 2019$9,0001490.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders