Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 113 filers reported holding ISHARES TR in Q1 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$713,565
-20.0%
19,187
-12.0%
0.24%
+34.9%
Q2 2023$892,165
+5.7%
21,808
-0.9%
0.18%
+1.7%
Q1 2023$843,767
+22.6%
21,996
+8.1%
0.17%
+16.2%
Q4 2022$688,407
+235.8%
20,349
+265.7%
0.15%
+252.4%
Q2 2022$205,000
-20.5%
5,5640.0%0.04%
-2.3%
Q1 2022$258,000
-14.6%
5,5640.0%0.04%
-10.4%
Q4 2021$302,000
+31.9%
5,564
+17.2%
0.05%
-18.6%
Q3 2021$229,000
-9.1%
4,747
-6.4%
0.06%
-9.2%
Q2 2021$252,000
-7.7%
5,069
-14.4%
0.06%
-30.1%
Q1 2021$273,0005,9220.09%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 79,367$2,654,0002.51%
Financial Architects, Inc 65,811$2,201,0000.38%
Highland Financial Advisors, LLC 12,002$401,0000.28%
TCG Advisory Services, LLC 25,822$863,0000.26%
Better Money Decisions, LLC 7,925$265,0000.26%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 63,480$2,123,0000.20%
Merit Financial Group, LLC 59,831$2,001,0000.09%
Traynor Capital Management, Inc. 12,420$415,0000.07%
Almanack Investment Partners, LLC. 5,350$179,0000.04%
Kestra Advisory Services, LLC 183,926$3,078,075,0000.03%
View complete list of ISHARES TR shareholders