Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 19 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Legacy Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$459,854
+7.5%
19,346
+8.2%
0.09%
+15.0%
Q2 2023$427,606
+5.7%
17,884
+6.4%
0.08%
-3.6%
Q1 2023$404,400
+2.5%
16,808
+1.2%
0.08%
-2.4%
Q4 2022$394,701
-4.0%
16,605
-5.1%
0.08%
-13.3%
Q3 2022$411,000
-3.3%
17,497
-0.8%
0.10%
-7.5%
Q2 2022$425,000
+632.8%
17,630
+664.2%
0.11%
+430.0%
Q1 2019$58,000
+5.5%
2,307
+3.3%
0.02%
-4.8%
Q4 2018$55,000
+5.8%
2,234
+4.0%
0.02%
+10.5%
Q3 2018$52,000
-1.9%
2,148
+0.3%
0.02%
-5.0%
Q2 2018$53,000
+1.9%
2,142
+0.4%
0.02%
-4.8%
Q1 2018$52,000
+2.0%
2,133
+3.5%
0.02%0.0%
Q4 2017$51,0002,0610.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
IMPACTfolio, LLC 93,483$2,288,4641.49%
VERITY Wealth Advisors 25,716$629,5280.54%
Parkside Advisors LLC 62,623$1,532,9990.42%
ST GERMAIN D J CO INC 203,164$4,973,4550.26%
Apella Capital, LLC 179,032$4,366,5830.24%
CGN Advisors LLC 37,021$906,2740.13%
Bartlett & Co. LLC 63,876$1,5640.02%
View complete list of ISHARES TR shareholders