Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$241,864
+3.3%
1,8280.0%0.04%
+5.0%
Q1 2024$234,149
+9.9%
1,8280.0%0.04%0.0%
Q4 2023$213,017
+11.5%
1,8280.0%0.04%0.0%
Q3 2023$190,990
-3.6%
1,8280.0%0.04%0.0%
Q2 2023$198,028
+8.3%
1,8280.0%0.04%
+2.6%
Q1 2023$182,928
+7.1%
1,8280.0%0.04%0.0%
Q4 2022$170,827
+6.8%
1,8280.0%0.04%
-2.5%
Q3 2022$160,000
-5.3%
1,8280.0%0.04%
-2.4%
Q2 2022$169,000
-17.2%
1,8280.0%0.04%
-4.7%
Q1 2022$204,000
-5.1%
1,8280.0%0.04%
-2.3%
Q4 2021$215,000
+9.1%
1,8280.0%0.04%0.0%
Q3 2021$197,000
-27.8%
1,828
-27.7%
0.04%
-25.4%
Q2 2021$273,000
+9000.0%
2,528
+8928.6%
0.06%
+5800.0%
Q1 2021$3,0000.0%280.0%0.00%0.0%
Q4 2020$3,000
+50.0%
28
+100.0%
0.00%0.0%
Q3 2020$2,0000.0%140.0%0.00%0.0%
Q2 2020$2,0000.0%140.0%0.00%0.0%
Q1 2020$2,0000.0%140.0%0.00%0.0%
Q4 2019$2,0000.0%140.0%0.00%0.0%
Q3 2019$2,000
-77.8%
14
-76.7%
0.00%
-66.7%
Q2 2019$9,000
+350.0%
60
+328.6%
0.00%
+200.0%
Q1 2019$2,0000.0%140.0%0.00%0.0%
Q4 2018$2,000140.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 49,765$7,242,0004.28%
Savant Capital, LLC 119,998$17,462,0003.14%
Mutual Advisors, LLC 73,325$10,670,0001.62%
Watermark Asset Management, Inc. 26,430$3,846,0001.59%
First Heartland Consultants, Inc. 25,144$3,659,0001.14%
Asset Advisors Investment Management, LLC 43,289$6,299,0001.04%
Wealth & Pension Services Group, Inc. 5,358$780,0000.78%
IBEX WEALTH ADVISORS 13,549$1,977,0000.71%
Mathes Company, Inc. 10,205$1,485,0000.69%
GenWealth Group, Inc. 10,136$1,477,0000.68%
View complete list of ISHARES TR shareholders