Legacy Financial Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 272 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 5.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
Legacy Financial Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$236,584
+3.6%
6600.0%0.08%0.0%
Q2 2023$228,301
-21.3%
660
-19.5%
0.08%
-48.6%
Q4 2020$290,000
+21.8%
820
+7.0%
0.15%
+8.0%
Q3 2020$238,000
-13.1%
766
-20.5%
0.14%
-35.4%
Q2 2020$274,000
+35.0%
9630.0%0.21%
+9.8%
Q1 2020$203,000
-72.5%
963
-69.6%
0.19%
-67.6%
Q4 2019$738,0003,1660.60%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Heartwood Wealth Management Ltd 80,536$8,108,00011.23%
Financial Advantage, Inc. 89,164$8,976,0008.14%
XPONANCE, INC. 117,823$11,859,0004.51%
Clal Insurance Enterprises Holdings Ltd 1,401,668$141,106,0004.11%
MCMILLION CAPITAL MANAGEMENT INC 50,776$5,112,0003.79%
Gemmer Asset Management LLC 54,704$5,507,0003.21%
Main Management LLC 167,272$16,839,0003.04%
Verity Asset Management, Inc. 23,924$2,408,0002.72%
MinichMacGregor Wealth Management, LLC 27,053$2,723,0002.63%
Janney Capital Management LLC 311,166$31,325,0001.69%
View complete list of ISHARES TR shareholders