Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 122 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.0%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$708,372
-11.5%
30,586
-14.3%
0.14%
-15.7%
Q4 2022$800,10135,6710.17%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,979,700$58,876,0002.69%
S. R. Schill & Associates 111,704$3,322,0002.00%
WEALTHSOURCE PARTNERS, LLC 258,988$7,702,0001.74%
Timber Hill LLC 20,000$595,0000.81%
Aveo Capital Partners, LLC 53,588$1,594,0000.74%
TOTH FINANCIAL ADVISORY CORP 75,651$2,250,0000.53%
Arcus Capital Partners, LLC 40,722$1,211,0000.47%
Capital Advisory Group Advisory Services, LLC 17,512$518,0000.37%
PagnatoKarp Partners LLC 55,338$1,646,0000.37%
Tibra Equities Europe Ltd 117,847$3,505,0000.35%
View complete list of ISHARES TR shareholders