Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 422 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$488,016
-1.0%
7,9650.0%0.27%
-2.5%
Q1 2024$493,034
-21.3%
7,965
+263.9%
0.28%
+20.6%
Q4 2023$626,579
+39.8%
2,189
+31.9%
0.23%
+54.1%
Q3 2023$448,046
-11.6%
1,659
-8.2%
0.15%
+49.5%
Q2 2023$506,616
-9.1%
1,808
-11.5%
0.10%
-13.2%
Q1 2023$557,483
-36.3%
2,042
-33.8%
0.11%
-39.4%
Q4 2022$875,661
+83.6%
3,086
+63.5%
0.19%
+69.4%
Q3 2022$477,000
-8.1%
1,887
-2.2%
0.11%
+4.7%
Q2 2022$519,000
+15.3%
1,929
+23.8%
0.11%
+41.3%
Q1 2022$450,000
-3.8%
1,5580.0%0.08%0.0%
Q4 2021$468,000
-13.8%
1,558
-38.1%
0.08%
-78.1%
Q4 2019$543,0002,5150.34%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
HT Partners LLC 87,720$11,429,916,0005.97%
LVZ, Inc. 54,430$6,978,0005.18%
Shamrock Asset Management LLC 125,822$16,132,0005.00%
Transamerica Financial Advisors, Inc. 385,137$49,379,0004.30%
Prospera Financial Services Inc 122,622$15,721,0004.25%
Quantitative Advantage, LLC 103,973$13,330,0003.10%
Arrow Investment Advisors, LLC 132,650$17,007,0003.07%
CINQUE PARTNERS LLC 37,916$4,861,0002.50%
Oakworth Capital, Inc. 26,936$3,454,0002.10%
Dorsey Wright & Associates 132,650$17,007,0002.00%
View complete list of ISHARES TR shareholders