Laidlaw Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 148 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
Q2 2023$728,803
-3.1%
18,649
-7.4%
0.14%
-6.5%
Q1 2023$751,849
-8.1%
20,146
-10.7%
0.15%
-12.6%
Q4 2022$818,134
+7.4%
22,563
-4.5%
0.18%
-1.7%
Q3 2022$762,000
-6.8%
23,622
-1.7%
0.18%
+6.6%
Q2 2022$818,000
-17.5%
24,038
-5.6%
0.17%
+0.6%
Q1 2022$992,000
-13.0%
25,458
-14.6%
0.17%
-8.8%
Q4 2021$1,140,000
+21.7%
29,811
+8.4%
0.18%
-24.2%
Q3 2021$937,000
+103.7%
27,495
+111.1%
0.24%
+101.7%
Q2 2021$460,000
+3.6%
13,022
+1.7%
0.12%
-21.7%
Q1 2021$444,00012,8060.15%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders