Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 208 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Legacy Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$387,000
+17.3%
4,694
+109.3%
0.11%
+7.9%
Q3 2020$330,0000.0%2,243
-8.9%
0.10%
-2.9%
Q4 2019$330,000
+18.7%
2,461
+9.3%
0.10%
+13.0%
Q3 2019$278,000
+327.7%
2,251
+308.5%
0.09%
+318.2%
Q1 2019$65,000
+16.1%
551
+2.0%
0.02%0.0%
Q4 2018$56,000
-11.1%
540
+0.9%
0.02%
-4.3%
Q3 2018$63,000
+1.6%
5350.0%0.02%
-4.2%
Q2 2018$62,000
+5.1%
535
+0.4%
0.02%
+4.3%
Q1 2018$59,000
+3.5%
533
+2.3%
0.02%0.0%
Q4 2017$57,0005210.02%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 250,287$20,603,61614.19%
SPINNAKER TRUST 974,344$80,2086.25%
Permanens Capital L.P. 138,418$11,394,5702.76%
Prostatis Group LLC 53,434$4,398,7162.68%
Colorado Capital Management, Inc. 21,595$2,5972.16%
PayPay Securities Corp 371$30,5412.05%
Money Design Co.,Ltd. 709,986$58,4462.00%
Corundum Group, Inc. 39,829$3,2791.85%
VERITY Wealth Advisors 22,538$1,855,3281.82%
SOA Wealth Advisors, LLC. 81,062$6,673,0551.80%
View complete list of ISHARES TR shareholders