Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 174 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Legacy Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$203,131
-56.7%
2,542
-60.4%
0.04%
-72.9%
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 Q3 2019
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders