Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 50 filers reported holding ISHARES TR in Q4 2017. 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$469,000
+22.5%
6,426
+6.4%
0.13%
+13.7%
Q3 2020$383,000
-8.6%
6,037
-1.0%
0.12%
-12.0%
Q4 2019$419,000
+17.4%
6,098
+9.7%
0.13%
+11.8%
Q3 2019$357,000
+340.7%
5,560
+334.0%
0.12%
+340.7%
Q1 2019$81,000
+20.9%
1,281
+10.5%
0.03%
+3.8%
Q4 2018$67,000
-10.7%
1,159
+1.6%
0.03%
-3.7%
Q3 2018$75,0000.0%1,1410.0%0.03%
-3.6%
Q2 2018$75,000
-1.3%
1,141
+1.2%
0.03%
-6.7%
Q1 2018$76,000
+4.1%
1,127
+4.4%
0.03%0.0%
Q4 2017$73,0001,0800.03%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders