Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 210 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,000,889
+0.5%
201,163
+0.3%
0.87%
+2.2%
Q1 2024$4,977,326
+18.8%
200,618
+18.6%
0.85%
+6.8%
Q4 2023$4,188,981
+39.8%
169,184
+37.6%
0.80%
+25.4%
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 Q3 2022
NameSharesValueWeighting ↓
TLWM 326,446$8,466,0004.07%
PFG Private Wealth Management, LLC 114,473$2,969,0002.65%
RVW Wealth, LLC 379,614$9,847,0002.15%
Signature Wealth Management Group 115,898$3,006,0001.90%
Gateway Advisory, LLC 281,776$7,309,0001.80%
Aptus Capital Advisors, LLC 967,675$25,101,0001.78%
Day & Ennis, LLC 122,090$3,167,0001.55%
Motley Fool Wealth Management, LLC 966,477$25,070,0001.50%
Capital Investment Advisors, LLC 1,074,360$28,016,0001.35%
SIGMA INVESTMENT COUNSELORS INC 437,341$11,345,0001.19%
View complete list of ISHARES TR shareholders