Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$206,240
-6.2%
1,753
-8.4%
0.04%
-10.6%
Q4 2022$219,805
-3.2%
1,913
-3.8%
0.05%
-11.3%
Q3 2022$227,000
-20.9%
1,988
-17.3%
0.05%
-8.6%
Q2 2022$287,000
-4.7%
2,403
-2.7%
0.06%
+16.0%
Q1 2022$301,000
-8.2%
2,469
-3.1%
0.05%
-3.8%
Q4 2021$328,000
-43.0%
2,548
-41.0%
0.05%
-57.0%
Q4 2020$575,000
+28.6%
4,321
+29.2%
0.12%
-39.2%
Q3 2020$447,000
-0.7%
3,344
-0.8%
0.20%
-15.3%
Q2 2020$450,000
-9.1%
3,370
-9.2%
0.24%
-27.5%
Q1 2020$495,000
-1.6%
3,711
-7.3%
0.32%
+1.9%
Q4 2019$503,0004,0030.32%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 1,849,473$221,937,00013.37%
VCU Investment Management Co 290,964$34,916,00010.44%
Financial Gravity Asset Management, Inc. 85,053$10,196,0009.56%
MATHER GROUP, LLC. 731,804$87,816,0008.57%
Virtue Capital Management, LLC 135,725$16,287,0007.92%
Trilogy Capital Inc. 354,663$42,560,0005.73%
KLS Professional Advisors Group, LLC 270,309$32,437,0005.53%
ARGI Investment Services, LLC 715,387$85,893,0005.43%
ALTFEST L J & CO INC 120,499$14,460,0005.38%
Avidian Wealth Solutions, LLC 138$16,560,0005.23%
View complete list of ISHARES TR shareholders