Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$479,530
-4.9%
4,7530.0%0.16%
+60.6%
Q2 2023$504,008
+5.7%
4,753
-0.2%
0.10%
+2.1%
Q1 2023$476,862
+3.4%
4,761
-0.4%
0.10%
-2.0%
Q4 2022$461,175
+20.7%
4,781
+10.3%
0.10%
+26.9%
Q2 2022$382,0004,3340.08%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 90,523$13,129,0007.19%
Vontobel Swiss Wealth Advisors AG 30,364$4,404,0002.32%
GRIMES & COMPANY, INC. 138,045$20,021,0001.94%
Milestone Advisory Partners 15,114$2,192,0001.64%
NAVELLIER & ASSOCIATES INC 68,977$10,004,0001.52%
PLANNING DIRECTIONS INC 7,523$1,091,0001.07%
Stillwater Capital Advisors, LLC 26,325$3,818,0000.92%
BREITER CAPITAL MANAGEMENT INC 3,912$567,0000.77%
Risk Paradigm Group, LLC 3,379$490,056,0000.62%
Prospera Financial Services Inc 29,566$4,284,0000.60%
View complete list of ISHARES TR shareholders