Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 300 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Legacy Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$7,459,000
+22.0%
72,657
+24.4%
1.78%
+17.4%
Q2 2022$6,112,000
+1103.1%
58,397
+1103.6%
1.52%
+1232.5%
Q1 2022$508,000
+63.3%
4,852
+66.4%
0.11%
+16.3%
Q4 2019$311,0000.0%2,9150.0%0.10%
-4.9%
Q3 2019$311,0000.0%2,9150.0%0.10%
-6.4%
Q2 2019$311,000
+0.6%
2,9150.0%0.11%
+4.8%
Q1 2019$309,000
-81.5%
2,915
-81.6%
0.10%
-83.7%
Q4 2018$1,666,00015,8050.64%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders