Legacy Bridge, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Legacy Bridge, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$105,471
-3.7%
1,4600.0%0.08%
+2.7%
Q2 2023$109,500
+4.9%
1,4600.0%0.07%0.0%
Q1 2023$104,405
+4.7%
1,4600.0%0.07%
+2.8%
Q4 2022$99,718
+8.4%
1,4600.0%0.07%
-2.7%
Q3 2022$92,000
-1.1%
1,4600.0%0.07%
+5.8%
Q2 2022$93,000
-17.7%
1,4600.0%0.07%
+4.5%
Q1 2022$113,000
-8.9%
1,4600.0%0.07%
+1.5%
Q4 2021$124,000
+6.9%
1,4600.0%0.06%
-3.0%
Q3 2021$116,000
-1.7%
1,4600.0%0.07%0.0%
Q2 2021$118,000
+3.5%
1,4600.0%0.07%
-9.5%
Q1 2021$114,000
+8.6%
1,4600.0%0.07%
-2.6%
Q4 2020$105,000
+20.7%
1,460
+300.0%
0.08%
-3.8%
Q3 2020$87,000
+6.1%
3650.0%0.08%
-12.2%
Q2 2020$82,000
-46.4%
365
-57.6%
0.09%
-53.4%
Q1 2020$153,000
-25.4%
8600.0%0.19%
+13.5%
Q4 2019$205,000
+6.2%
8600.0%0.17%
-7.6%
Q3 2019$193,000
-1.0%
8600.0%0.18%
-2.1%
Q2 2019$195,000
+3.7%
8600.0%0.19%
-3.1%
Q1 2019$188,000
+14.6%
8600.0%0.19%
-4.4%
Q4 2018$164,0008600.20%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders