Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 155 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 3.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$140,808
-19.0%
3,201
-17.1%
0.02%
-20.0%
Q1 2024$173,745
+3.3%
3,862
-6.6%
0.03%
-6.2%
Q4 2023$168,273
-3.4%
4,133
-1.3%
0.03%
-13.5%
Q3 2023$174,182
+7.1%
4,1890.0%0.04%
+12.1%
Q2 2023$162,581
-1.8%
4,189
-0.9%
0.03%
-5.7%
Q1 2023$165,612
-3.4%
4,229
+0.2%
0.04%
-10.3%
Q4 2022$171,509
+17.5%
4,219
+0.3%
0.04%
+8.3%
Q3 2022$146,000
-3.3%
4,208
+0.4%
0.04%
-2.7%
Q2 2022$151,000
-10.7%
4,193
+0.3%
0.04%
+2.8%
Q1 2022$169,000
+29.0%
4,181
+0.3%
0.04%
+33.3%
Q4 2021$131,000
+7.4%
4,170
+0.8%
0.03%0.0%
Q3 2021$122,000
-2.4%
4,138
+0.9%
0.03%0.0%
Q2 2021$125,000
+10.6%
4,103
+0.5%
0.03%0.0%
Q1 2021$113,000
+25.6%
4,082
+5.5%
0.03%
+17.4%
Q4 2020$90,000
+18.4%
3,871
+0.9%
0.02%0.0%
Q3 2020$76,000
-1.3%
3,838
+7.7%
0.02%
-8.0%
Q2 2020$77,000
+26.2%
3,564
-2.4%
0.02%
+8.7%
Q1 2020$61,000
-44.0%
3,653
+0.5%
0.02%
-32.4%
Q4 2019$109,000
+4.8%
3,635
+1.5%
0.03%
-5.6%
Q3 2019$104,000
-6.3%
3,583
-1.1%
0.04%
-7.7%
Q2 2019$111,000
-0.9%
3,623
+1.9%
0.04%
-4.9%
Q1 2019$112,000
+6.7%
3,556
-7.8%
0.04%
-2.4%
Q4 2018$105,0003,8560.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mercer Investments LLC 75,967$2,800,144,00036.79%
AVALON CAPITAL MANAGEMENT 217,833$8,029,0007.98%
M Financial Asset Management, Inc. 9,329$345,0004.65%
Family Firm, Inc. 270,058$9,954,0003.73%
MOLLER WEALTH PARTNERS 146,042$5,383,0002.09%
INTERACTIVE FINANCIAL ADVISORS, INC. 63,856$2,354,0001.11%
Cetera Investment Advisers 160,201$5,896,0001.04%
M Holdings Securities, Inc. 92,990$3,428,0000.94%
Rampart Investment Management Company, LLC 188,781$6,958,0000.68%
Courage Miller Partners, LLC 30,195$1,112,0000.66%
View complete list of ISHARES TR shareholders