Legacy Financial Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 163 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Legacy Financial Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$643,327
+10.4%
6,5180.0%0.16%
+3.3%
Q1 2024$582,774
+11.0%
6,5180.0%0.15%0.0%
Q4 2023$524,829
+6.4%
6,5180.0%0.15%
-5.7%
Q3 2023$493,478
-0.5%
6,5180.0%0.16%
-4.2%
Q2 2023$495,759
+8.6%
6,5180.0%0.17%
-1.8%
Q1 2023$456,651
+9.4%
6,5180.0%0.17%
-2.3%
Q4 2022$417,478
+7.6%
6,5180.0%0.17%
-4.4%
Q3 2022$388,000
-7.2%
6,5180.0%0.18%
-12.1%
Q2 2022$418,000
-15.7%
6,5180.0%0.21%
-2.4%
Q1 2022$496,000
-2.4%
6,5180.0%0.21%
-4.1%
Q4 2021$508,000
+9.5%
6,5180.0%0.22%
+0.9%
Q3 2021$464,000
+0.2%
6,5180.0%0.22%
-1.8%
Q2 2021$463,000
+7.7%
6,5180.0%0.22%
-2.2%
Q1 2021$430,000
+4.9%
6,5180.0%0.23%
+8.6%
Q4 2020$410,000
+11.7%
6,5180.0%0.21%
-0.9%
Q3 2020$367,000
+6.7%
6,5180.0%0.21%
-20.7%
Q2 2020$344,0006,5180.27%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Crumly & Associates Inc. 92,396$4,984,0005.16%
Fluent Financial, LLC 122,766$6,622,0004.06%
Systelligence, LLC 129,455$6,983,0002.56%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 45,972$2,480,0001.63%
180 WEALTH ADVISORS, LLC 59,209$3,252,0001.30%
Connecticut Wealth Management, LLC 195,562$10,549,0001.16%
BigSur Wealth Management LLC 36,600$1,974,0001.12%
Capital Advisors, Ltd. LLC 50,910$2,746,0000.70%
Carroll Financial Associates, Inc. 140,577$7,582,0000.60%
HOWARD WEALTH MANAGEMENT, LLC 11,643$628,0000.52%
View complete list of ISHARES TR shareholders