Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 182 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Legacy Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$218,000
-21.6%
3,424
-16.8%
0.05%
-23.4%
Q4 2021$278,000
-6.4%
4,113
-7.4%
0.06%
-12.3%
Q3 2021$297,000
-16.1%
4,442
-15.4%
0.07%
-18.9%
Q2 2021$354,000
-10.4%
5,248
-14.1%
0.09%
-16.7%
Q1 2021$395,000
+2.6%
6,109
-2.2%
0.11%
-0.9%
Q4 2020$385,000
+10.6%
6,247
-3.1%
0.11%
+2.8%
Q3 2020$348,000
-53.8%
6,446
-59.4%
0.11%
-62.1%
Q1 2020$754,00015,8940.28%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders