Laurel Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 316 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 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 Q2 2023
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders