Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 547 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$296,000
+1.7%
15,487
+1.4%
0.07%
+16.9%
Q2 2022$291,000
-11.6%
15,275
-0.1%
0.06%
+7.3%
Q1 2022$329,000
+4.8%
15,285
+3.0%
0.06%
+10.0%
Q4 2021$314,00014,8350.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders