Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 206 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$596,676
+1.5%
7,341
+2.3%
0.33%0.0%
Q1 2024$587,971
+8.2%
7,1730.0%0.33%
+66.5%
Q4 2023$543,498
+16.8%
7,173
+3.2%
0.20%
+27.9%
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 Q2 2024
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders