Legacy Financial Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 728 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Legacy Financial Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$346,927
-27.3%
3,343
-27.2%
0.11%
-30.0%
Q2 2023$477,489
-38.2%
4,589
-37.8%
0.16%
-44.1%
Q1 2023$772,128
+42.6%
7,376
+42.0%
0.29%
+27.7%
Q4 2022$541,5465,1940.22%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 526,360$55,099,00016.73%
Horiko Capital Management LLC 208,886$21,866,18613.16%
DGS Capital Management, LLC 210,869$22,073,72912.28%
Manhattan West Asset Management, LLC 234,959$24,595,50810.70%
Windham Capital Management, LLC 249,987$26,168,63910.41%
WIT, LLC 2,684$281,002,5737.14%
ANGELES WEALTH MANAGEMENT, LLC 412,730$43,204,5766.43%
Raub Brock Capital Management LP 291,970$30,563,4205.88%
Helen Stephens Group, LLC 96,734$10,126,1395.26%
AUA CAPITAL MANAGEMENT, LLC 69,266$7,250,7654.90%
View complete list of ISHARES TR shareholders