Legacy Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 547 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
Legacy Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$687,000
+355.0%
2,885
+331.9%
0.44%
+327.5%
Q2 2019$151,000
+3.4%
6680.0%0.10%
+117.0%
Q1 2019$146,000
-6.4%
6680.0%0.05%
-39.0%
Q3 2018$156,000
-3.7%
668
-7.1%
0.08%
-36.4%
Q2 2018$162,000
+11.0%
719
+7.6%
0.12%
+12.0%
Q1 2018$146,000
+1.4%
6680.0%0.11%
-22.9%
Q4 2017$144,000
+6.7%
6680.0%0.14%
-6.7%
Q3 2017$135,000
+3.1%
6680.0%0.15%
-10.2%
Q2 2017$131,000
+3.1%
6680.0%0.17%
-2.9%
Q1 2017$127,000
+5.0%
6680.0%0.17%
+4.2%
Q4 2016$121,0006680.16%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders