Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 431 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.85 and the average weighting 0.6%.

Quarter-by-quarter ownership
Legacy Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$7,000
+16.7%
480.0%0.00%0.0%
Q4 2018$6,000
-25.0%
480.0%0.00%
-33.3%
Q3 2018$8,0000.0%480.0%0.00%0.0%
Q2 2018$8,000
+14.3%
480.0%0.00%0.0%
Q1 2018$7,0000.0%480.0%0.00%0.0%
Q4 2017$7,000480.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders