Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,106,418
-6.1%
46,224
-6.1%
1.69%
+58.6%
Q2 2023$5,438,735
+7.3%
49,242
+7.4%
1.06%
+2.8%
Q1 2023$5,068,525
+12.8%
45,869
+12.2%
1.04%
+7.4%
Q4 2022$4,494,469
-6.3%
40,889
-6.3%
0.96%
-14.0%
Q3 2022$4,798,000
+13.3%
43,616
+13.4%
1.12%
+29.9%
Q2 2022$4,236,000
+851.9%
38,472
+854.2%
0.86%
+1066.2%
Q1 2022$445,000
+50.8%
4,032
+51.1%
0.07%
+57.4%
Q4 2021$295,0002,6690.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders