Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 159 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$315,000
-0.3%
12,0130.0%0.07%
-52.9%
Q3 2020$316,000
+0.3%
12,0130.0%0.14%
-14.6%
Q2 2020$315,000
+23.0%
12,013
+20.6%
0.16%
-2.4%
Q1 2020$256,0009,9630.17%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 126,548$3,326,0001.47%
Gateway Advisory, LLC 191,477$5,032,0001.18%
SONATA CAPITAL GROUP INC 61,706$1,622,0000.95%
SENTINEL PENSION ADVISORS INC 91,235$2,398,0000.93%
Paulson Wealth Management Inc. 42,328$1,112,0000.72%
LEAVELL INVESTMENT MANAGEMENT, INC. 288,951$7,594,0000.66%
ALTERNA WEALTH MANAGEMENT, INC 14,168$372,0000.54%
Stonebridge Capital Advisors LLC 94,988$2,496,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,096,0000.43%
Peloton Wealth Strategists 28,200$741,0000.42%
View complete list of ISHARES TR shareholders