Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$465,369
-10.8%
6,951
-5.2%
0.15%
+51.0%
Q2 2023$521,587
-1.2%
7,329
-10.2%
0.10%
-5.6%
Q1 2023$528,129
-9.9%
8,164
-20.7%
0.11%
-14.3%
Q4 2022$586,232
+67.5%
10,292
+71.1%
0.13%
+53.7%
Q3 2022$350,000
+1.7%
6,014
-0.8%
0.08%
+17.1%
Q2 2022$344,000
-44.5%
6,064
-26.6%
0.07%
-32.7%
Q1 2022$620,000
-58.4%
8,266
-53.5%
0.10%
-56.3%
Q4 2021$1,492,000
+163.1%
17,760
+120.9%
0.24%
+100.0%
Q4 2020$567,000
+16.0%
8,040
+310.8%
0.12%
-45.2%
Q3 2020$489,000
+140.9%
1,957
+110.7%
0.22%
+104.7%
Q2 2020$203,0009290.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders