Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is RXI and the CUSIP is 464288745. A total of 72 filers reported holding ISHARES TR in Q2 2022. 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
Q3 2023$778,087
-6.5%
5,3090.0%0.26%
+57.7%
Q2 2023$831,973
+2.0%
5,309
-5.5%
0.16%
-1.8%
Q1 2023$815,420
+14.9%
5,617
-0.3%
0.17%
+9.2%
Q4 2022$709,519
-64.2%
5,632
-65.3%
0.15%
-67.2%
Q3 2022$1,982,000
-4.3%
16,233
-0.5%
0.46%
+9.7%
Q2 2022$2,071,000
+186.4%
16,308
+252.4%
0.42%
+248.8%
Q1 2022$723,000
-12.9%
4,6280.0%0.12%
-9.0%
Q4 2021$830,000
+13.2%
4,628
-1.8%
0.13%
-13.6%
Q4 2020$733,000
+15.3%
4,7140.0%0.15%
-45.4%
Q3 2020$636,000
+13.6%
4,7140.0%0.28%
-3.4%
Q2 2020$560,000
+20.7%
4,714
-3.9%
0.29%
-3.9%
Q1 2020$464,0004,9070.30%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Cambria Investment Management, L.P. 76,567$11,221,6590.91%
Slow Capital, Inc. 26,871$3,938,2260.72%
One Charles Private Wealth Services, LLC 4,825$707,1520.41%
PGIM Custom Harvest LLC 50,836$7,450,5500.28%
Laidlaw Wealth Management LLC 5,309$778,0870.26%
Frank, Rimerman Advisors LLC 6,449$945,1980.23%
CONTINUUM WEALTH ADVISORS, LLC 1,866$273,4810.19%
Newport Capital Group, LLC 1,377$201,8130.19%
Outlook Wealth Advisors, LLC 3,345$490,2430.19%
Cedar Brook Financial Partners, LLC 4,666$683,8310.18%
View complete list of ISHARES TR shareholders