Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,997,462
+2.4%
122,998
+2.4%
0.63%
+8.2%
Q2 2023$2,927,575
-2.6%
120,081
-2.0%
0.59%
-7.7%
Q1 2023$3,005,293
+7.8%
122,515
+6.9%
0.64%
+0.8%
Q4 2022$2,787,194
+15.8%
114,605
+14.9%
0.63%
+5.0%
Q3 2022$2,407,000
-0.8%
99,765
+1.5%
0.60%
+2.2%
Q2 2022$2,427,000
+3.5%
98,265
+5.8%
0.59%
+19.1%
Q1 2022$2,346,000
-3.6%
92,915
+0.9%
0.49%
-1.2%
Q4 2021$2,433,000
+5.5%
92,075
+7.1%
0.50%
-2.2%
Q3 2021$2,307,000
+6.9%
85,950
+7.5%
0.51%
+9.4%
Q2 2021$2,158,000
+21.2%
79,950
+20.5%
0.47%
+8.1%
Q1 2021$1,780,000
+1218.5%
66,350
+1240.4%
0.43%
+1131.4%
Q4 2020$135,000
+0.7%
4,9500.0%0.04%
-12.5%
Q3 2020$134,0000.0%4,9500.0%0.04%
-9.1%
Q2 2020$134,000
+8.1%
4,9500.0%0.04%
-6.4%
Q1 2020$124,000
-3.1%
4,9500.0%0.05%
+17.5%
Q4 2019$128,000
+68.4%
4,950
+67.8%
0.04%
+53.8%
Q3 2019$76,0000.0%2,9500.0%0.03%
-3.7%
Q2 2019$76,000
+4.1%
2,9500.0%0.03%0.0%
Q1 2019$73,000
+14.1%
2,950
+9.3%
0.03%
+3.8%
Q4 2018$64,0002,7000.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 222,518$5,970,0004.11%
Aptus Capital Advisors, LLC 3,550,093$95,249,0003.42%
RVW Wealth, LLC 933,074$25,000,0003.26%
TLWM 296,858$7,963,0003.02%
4Thought Financial Group Inc. 116,063$3,114,0003.00%
Gateway Advisory, LLC 304,624$8,173,0002.07%
Sound View Wealth Advisors Group, LLC 328,361$8,810,0002.05%
Peloton Wealth Strategists 161,200$4,325,0002.03%
CAPITAL ADVISORS INC/OK 2,258,399$60,593,0001.98%
Signature Wealth Management Group 124,377$3,337,0001.96%
View complete list of ISHARES TR shareholders