Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 221 filers reported holding ISHARES TR in Q3 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 Q3 2019
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 25,435$2,825,0002.52%
Highland Private Wealth Management 90,680$10,072,0002.02%
TOMPKINS FINANCIAL CORP 31,258$3,471,0000.80%
Patriot Wealth Management, Inc. 47,392$5,264,0000.75%
FundX Investment Group, LLC 9,722$1,080,0000.54%
Squar Milner Financial Services LLC 3,270$387,0000.47%
GOULD ASSET MANAGEMENT LLC /CA/ 9,685$1,076,0000.47%
PEOPLES BANK /OH 6,966$774,0000.44%
FLAGSHIP HARBOR ADVISORS, LLC 10,445$1,193,0000.34%
Accredited Investors Inc. 10,972$1,219,0000.34%
View complete list of ISHARES TR shareholders