Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 165 filers reported holding ISHARES TR in Q4 2021. 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$317,112
-2.5%
4,823
+0.3%
0.17%
-3.9%
Q1 2024$325,233
+5.8%
4,809
+200.0%
0.18%
+61.6%
Q4 2023$307,311
-22.9%
1,603
-25.0%
0.11%
-15.2%
Q3 2023$398,572
-14.7%
2,137
-8.4%
0.13%
+45.1%
Q2 2023$467,477
-7.0%
2,334
-7.5%
0.09%
-11.7%
Q1 2023$502,458
-26.1%
2,522
-24.8%
0.10%
-29.5%
Q4 2022$680,327
+136.2%
3,355
+126.8%
0.15%
+147.5%
Q2 2022$288,000
-2.7%
1,4790.0%0.06%
+20.4%
Q1 2022$296,000
+6.5%
1,479
+6.6%
0.05%
+11.4%
Q4 2021$278,0001,3880.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders