Legacy Bridge, LLC - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 57 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Legacy Bridge, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,580
-9.7%
2330.0%0.01%0.0%
Q2 2023$13,929
-1.1%
2330.0%0.01%
-10.0%
Q1 2023$14,083
+0.4%
2330.0%0.01%0.0%
Q4 2022$14,020
+7.8%
2330.0%0.01%0.0%
Q3 2022$13,000
-7.1%
2330.0%0.01%0.0%
Q2 2022$14,000
-6.7%
2330.0%0.01%
+11.1%
Q1 2022$15,0000.0%2330.0%0.01%
+12.5%
Q4 2021$15,000
+7.1%
2330.0%0.01%0.0%
Q3 2021$14,0000.0%2330.0%0.01%0.0%
Q2 2021$14,0000.0%2330.0%0.01%
-11.1%
Q1 2021$14,0000.0%2330.0%0.01%
-10.0%
Q4 2020$14,000
+7.7%
2330.0%0.01%
-16.7%
Q3 2020$13,000
+8.3%
2330.0%0.01%
-7.7%
Q2 2020$12,0000.0%2330.0%0.01%
-13.3%
Q1 2020$12,000
-14.3%
2330.0%0.02%
+25.0%
Q4 2019$14,0002330.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Newfound Research LLC 65,393$3,154,0002.46%
WRAPMANAGER INC 16,369$789,0000.29%
NTV ASSET MANAGEMENT LLC 13,900$670,0000.21%
PICTET BANK & TRUST Ltd 11,200$540,0000.16%
Regal Investment Advisors LLC 12,567$606,0000.16%
Evanson Asset Management, LLC 7,842$378,0000.09%
Perigon Wealth Management, LLC 7,340$354,0000.08%
Brookstone Capital Management 14,183$684,0000.07%
East Coast Asset Management, LLC. 4,191$202,0000.06%
Liberty Capital Management, Inc. 1,400$68,0000.04%
View complete list of ISHARES TR shareholders