Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
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 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders