Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 156 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,441,044
+6.4%
12,065
+12.0%
0.25%
+8.2%
Q1 2024$1,354,526
+12.4%
10,775
+2.3%
0.23%
+0.9%
Q4 2023$1,204,783
+17.5%
10,535
+3.7%
0.23%
+5.5%
Q3 2023$1,025,043
-9.4%
10,160
-4.7%
0.22%
-4.0%
Q2 2023$1,130,917
+5.8%
10,665
-0.1%
0.23%0.0%
Q1 2023$1,069,208
+10.6%
10,675
+6.5%
0.23%
+3.2%
Q4 2022$967,012
+55.2%
10,025
+34.7%
0.22%
+41.3%
Q3 2022$623,000
+3.3%
7,440
+8.8%
0.16%
+6.2%
Q2 2022$603,000
-13.5%
6,840
+3.5%
0.15%0.0%
Q1 2022$697,000
-23.6%
6,610
-18.2%
0.15%
-21.9%
Q4 2021$912,000
+5.3%
8,0850.0%0.19%
-2.1%
Q3 2021$866,000
-7.1%
8,085
-3.6%
0.19%
-5.0%
Q2 2021$932,000
+5.8%
8,390
+0.6%
0.20%
-6.1%
Q1 2021$881,000
+7.4%
8,340
-1.3%
0.21%
+0.5%
Q4 2020$820,000
+0.9%
8,450
+73.7%
0.21%
-12.3%
Q3 2020$813,000
+12.1%
4,865
+1.2%
0.24%
+2.1%
Q2 2020$725,000
+19.0%
4,805
-2.0%
0.24%
+3.9%
Q1 2020$609,000
-14.5%
4,905
+15.5%
0.23%
+2.2%
Q4 2019$712,000
+20.3%
4,245
+14.0%
0.22%
+10.9%
Q3 2019$592,000
+4.6%
3,725
+4.2%
0.20%
+1.5%
Q2 2019$566,000
+6.6%
3,575
+2.1%
0.20%
+2.1%
Q1 2019$531,000
+21.5%
3,500
+2.9%
0.20%
+10.8%
Q4 2018$437,0003,4000.18%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders