Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$234,935
+0.6%
9,5000.0%0.08%
+62.5%
Q1 2023$233,605
+0.7%
9,5000.0%0.05%
-4.0%
Q4 2022$231,990
-1.3%
9,5000.0%0.05%
+4.2%
Q2 2022$235,000
-1.3%
9,5000.0%0.05%
+20.0%
Q1 2022$238,000
-3.3%
9,5000.0%0.04%
+2.6%
Q4 2021$246,000
-1.6%
9,5000.0%0.04%
-39.1%
Q3 2021$250,000
-0.4%
9,5000.0%0.06%
-1.5%
Q2 2021$251,0000.0%9,5000.0%0.06%
-24.4%
Q1 2021$251,000
-0.8%
9,5000.0%0.09%
+62.3%
Q4 2020$253,000
+0.8%
9,5000.0%0.05%
-52.3%
Q3 2020$251,0009,5000.11%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders