Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$122,832
-6.2%
1,3770.0%0.03%0.0%
Q2 2023$130,913
+1.6%
1,3770.0%0.03%
-3.7%
Q1 2023$128,848
+19.1%
1,377
+16.2%
0.03%
+12.5%
Q4 2022$108,177
+10.4%
1,1850.0%0.02%0.0%
Q3 2022$98,000
-6.7%
1,1850.0%0.02%
-4.0%
Q2 2022$105,000
-13.2%
1,1850.0%0.02%0.0%
Q1 2022$121,000
-2.4%
1,1850.0%0.02%0.0%
Q4 2021$124,000
+4.2%
1,1850.0%0.02%
-3.8%
Q3 2021$119,000
-4.8%
1,1850.0%0.03%
-3.7%
Q2 2021$125,000
+5.0%
1,1850.0%0.03%
-6.9%
Q1 2021$119,000
+36.8%
1,185
+10.9%
0.03%
+26.1%
Q4 2020$87,000
+33.8%
1,069
+100.2%
0.02%
+21.1%
Q3 2020$65,000
+1.6%
534
+0.4%
0.02%
-9.5%
Q2 2020$64,000
+20.8%
532
+0.4%
0.02%
+5.0%
Q1 2020$53,000
-62.1%
530
-39.0%
0.02%
-54.5%
Q4 2019$140,000
+7.7%
8690.0%0.04%0.0%
Q3 2019$130,000
-45.4%
869
-45.9%
0.04%
-47.6%
Q2 2019$238,000
+30.8%
1,605
+30.4%
0.08%
+25.4%
Q1 2019$182,000
+12.3%
1,2310.0%0.07%
+3.1%
Q4 2018$162,0001,2310.06%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders