Legacy Bridge, LLC - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 2 filers reported holding ISHARES TR in Q4 2023. 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 2023
NameSharesValueWeighting ↓
Cedar Brook Financial Partners, LLC 20,225$1,216,9630.34%
Ifrah Financial Services, Inc. 15,598$938,5190.31%
Slow Capital, Inc. 10,894$655,5140.15%
Family Firm, Inc. 6,300$379,0810.11%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 31,837$1,915,6320.07%
OLD MISSION CAPITAL LLC 40,228$2,420,5180.07%
NTV ASSET MANAGEMENT LLC 4,700$282,7990.06%
TCWP LLC 3,768$226,7210.05%
Evanson Asset Management, LLC 6,651$400,2080.04%
Addison Advisors LLC 1,104$66,4280.04%
View complete list of ISHARES TR shareholders