Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders