Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$309,207
-51.0%
4,136
-51.1%
0.10%
-17.1%
Q2 2023$631,204
+3.0%
8,460
-1.8%
0.12%
-1.6%
Q1 2023$612,706
-21.5%
8,613
-16.7%
0.12%
-25.1%
Q4 2022$780,168
+100.6%
10,337
+79.5%
0.17%
+83.5%
Q3 2022$389,000
-1.8%
5,759
+1.8%
0.09%
+12.3%
Q2 2022$396,000
-14.5%
5,659
+3.2%
0.08%
+5.2%
Q1 2022$463,000
+35.8%
5,481
+39.5%
0.08%
+40.0%
Q4 2021$341,0003,9300.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders