Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,149
+0.2%
2160.0%0.00%0.0%
Q2 2023$16,116
+4.9%
2160.0%0.00%0.0%
Q1 2023$15,367
-5.7%
2160.0%0.00%
-25.0%
Q4 2022$16,302
+8.7%
2160.0%0.00%0.0%
Q3 2022$15,0000.0%2160.0%0.00%0.0%
Q2 2022$15,000
-16.7%
2160.0%0.00%0.0%
Q1 2022$18,000
-5.3%
2160.0%0.00%0.0%
Q4 2021$19,000
+5.6%
2160.0%0.00%0.0%
Q3 2021$18,0000.0%2160.0%0.00%0.0%
Q2 2021$18,000
+12.5%
2160.0%0.00%0.0%
Q1 2021$16,000
+14.3%
2160.0%0.00%0.0%
Q4 2020$14,000
+16.7%
216
+100.0%
0.00%0.0%
Q3 2020$12,0000.0%1080.0%0.00%0.0%
Q2 2020$12,000
+9.1%
1080.0%0.00%0.0%
Q1 2020$11,000
-26.7%
1080.0%0.00%
-20.0%
Q4 2019$15,000
+7.1%
1080.0%0.01%0.0%
Q3 2019$14,0000.0%1080.0%0.01%0.0%
Q2 2019$14,000
+7.7%
1080.0%0.01%0.0%
Q1 2019$13,000
+18.2%
1080.0%0.01%
+25.0%
Q4 2018$11,0001080.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders