Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 558 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 7.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Legacy Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$28,000
+16.7%
1410.0%0.01%0.0%
Q4 2018$24,000
-20.0%
1410.0%0.01%
-18.2%
Q3 2018$30,0000.0%1410.0%0.01%0.0%
Q2 2018$30,000
+11.1%
1410.0%0.01%0.0%
Q1 2018$27,000
+3.8%
1410.0%0.01%0.0%
Q4 2017$26,0001410.01%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Bronte Capital Management Pty Ltd. 703,900$206,278,00013.61%
VAUGHAN & Co SECURITIES, INC. 61,022$17,883,00012.13%
Stone Asset Management Inc. 59,249$17,363,00010.23%
BARINGS LLC 2,604,300$763,190,0009.84%
Cohen Klingenstein LLC 589,513$172,757,0006.83%
Powell Investment Advisors, LLC 41,007$12,017,0006.83%
ARMOR ADVISORS, L.L.C. 115,000$33,701,0006.62%
Hillcrest Wealth Advisors - NY, LLC 37,127$10,880,0005.85%
NSI Retail Advisors, LLC 115,993$33,992,0005.47%
MMA ASSET MANAGEMENT LLC 24,224$7,099,0005.02%
View complete list of ISHARES TR shareholders