Laurel Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 283 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,516
+100.6%
205,418
+114.3%
5.85%
+118.7%
Q2 2023$3,746
+3.9%
95,856
-0.8%
2.68%
+12.0%
Q1 2023$3,607
-99.9%
96,645
+1.3%
2.39%
+7.1%
Q4 2022$3,460,763
+19.6%
95,443
+6.4%
2.23%
+4.8%
Q3 2022$2,893,000
-4.8%
89,738
+0.5%
2.13%
-0.4%
Q2 2022$3,039,000
+19.9%
89,286
+37.2%
2.14%
+25.0%
Q1 2022$2,534,000
+7578.8%
65,057
+7464.8%
1.71%
+6740.0%
Q4 2021$33,0008600.02%
Other shareholders
ISHARES TR shareholders Q3 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