Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 160 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$58,742
+4.0%
6690.0%0.01%0.0%
Q1 2024$56,496
+5.7%
6690.0%0.01%0.0%
Q4 2023$53,428
+8.8%
669
+0.1%
0.01%0.0%
Q3 2023$49,100
+16.1%
668
+29.0%
0.01%
+25.0%
Q2 2023$42,289
-2.3%
518
+0.2%
0.01%
-11.1%
Q1 2023$43,275
-3.2%
5170.0%0.01%
-10.0%
Q4 2022$44,700
+148.3%
517
+139.4%
0.01%
+150.0%
Q3 2022$18,0000.0%2160.0%0.00%0.0%
Q2 2022$18,000
-10.0%
216
+0.5%
0.00%0.0%
Q1 2022$20,000
+5.3%
2150.0%0.00%0.0%
Q4 2021$19,000
+11.8%
2150.0%0.00%0.0%
Q3 2021$17,0000.0%2150.0%0.00%0.0%
Q2 2021$17,0000.0%215
+0.5%
0.00%0.0%
Q1 2021$17,0000.0%2140.0%0.00%0.0%
Q4 2020$17,000
+6.2%
214
+100.0%
0.00%
-20.0%
Q3 2020$16,000
+6.7%
1070.0%0.01%0.0%
Q2 2020$15,0000.0%1070.0%0.01%
-16.7%
Q1 2020$15,000
-11.8%
1070.0%0.01%
+20.0%
Q4 2019$17,0000.0%1070.0%0.01%
-16.7%
Q3 2019$17,000
+6.2%
1070.0%0.01%0.0%
Q2 2019$16,0000.0%107
+0.9%
0.01%0.0%
Q1 2019$16,000
+60.0%
106
+41.3%
0.01%
+50.0%
Q4 2018$10,000750.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Destination Wealth Management 624,565$51,058,1631.90%
BOS Asset Management, LLC 25,808$2,109,8041.64%
First Citizens Financial Corp 22,212$1,815,8321.23%
San Luis Wealth Advisors LLC 41,232$3,3711.19%
LBMC INVESTMENT ADVISORS, LLC 123,300$10,079,7520.99%
Essex LLC 58,552$4,786,6260.67%
TAP Consulting, LLC 33,198$2,713,9340.67%
COUNTRY CLUB BANK 80,834$6,531,3870.52%
HOLDERNESS INVESTMENTS CO 17,000$1,389,7870.51%
Family Firm, Inc. 23,002$1,880,4190.50%
View complete list of ISHARES TR shareholders