Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,389
+14.8%
450.0%0.00%0.0%
Q2 2023$3,822
-1.0%
450.0%0.00%0.0%
Q1 2023$3,862
-7.6%
450.0%0.00%0.0%
Q4 2022$4,179
+4.5%
450.0%0.00%0.0%
Q3 2022$4,0000.0%450.0%0.00%0.0%
Q2 2022$4,0000.0%450.0%0.00%0.0%
Q1 2022$4,000
+33.3%
450.0%0.00%0.0%
Q4 2021$3,0000.0%450.0%0.00%0.0%
Q3 2021$3,0000.0%450.0%0.00%0.0%
Q2 2021$3,000
+50.0%
450.0%0.00%
Q1 2021$2,0000.0%450.0%0.00%
-100.0%
Q4 2020$2,000
+100.0%
450.0%0.00%
Q3 2020$1,000
-50.0%
450.0%0.00%
-100.0%
Q2 2020$2,0000.0%45
-33.8%
0.00%0.0%
Q1 2020$2,0000.0%68
+78.9%
0.00%0.0%
Q4 2019$2,0000.0%380.0%0.00%0.0%
Q3 2019$2,0000.0%380.0%0.00%0.0%
Q2 2019$2,000
+100.0%
38
+171.4%
0.00%
Q1 2019$1,0000.0%140.0%0.00%
Q4 2018$1,000140.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders