Laurel Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 71 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,389
-3.0%
52,928
-0.0%
1.86%
+5.7%
Q2 2023$2,463
-10.4%
52,935
-9.3%
1.76%
-3.4%
Q1 2023$2,748
-99.9%
58,345
+20.3%
1.82%
+26.7%
Q4 2022$2,228,809
+5.1%
48,484
+4.2%
1.44%
-7.9%
Q3 2022$2,121,000
+2.3%
46,535
+7.2%
1.56%
+7.0%
Q2 2022$2,073,000
-3.4%
43,411
+2.4%
1.46%
+0.8%
Q1 2022$2,145,000
+48.1%
42,401
+58.9%
1.45%
+32.0%
Q4 2021$1,448,000
+589.5%
26,689
+598.7%
1.10%
+545.3%
Q3 2021$210,0003,8200.17%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Francis Financial, Inc. 194,205$9,037,5634.88%
Stewardship Advisors, LLC 107,273$4,992,0781.88%
Laurel Wealth Planning LLC 52,935$2,4631.76%
Better Money Decisions, LLC 17,162$798,6770.65%
Blue Barn Wealth, LLC 16,721$778,1320.51%
Omega Financial Group, LLC 16,325$759,6930.35%
Carr Financial Group Corp 14,616$680,1730.27%
Walkner Condon Financial Advisors LLC 19,071$887,0680.24%
KilterHowling LLC 5,409$251,7180.22%
Empower Advisory Group, LLC 945,222$43,987,0610.19%
View complete list of ISHARES TR shareholders