Legacy Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 30 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$824,569
-8.1%
13,903
-3.9%
0.16%
-1.8%
Q2 2023$897,535
+1.5%
14,472
-0.8%
0.17%
-7.2%
Q1 2023$884,306
+4.3%
14,587
-0.9%
0.18%
-1.1%
Q4 2022$848,066
-31.2%
14,716
-39.5%
0.18%
-38.0%
Q3 2022$1,232,000
-49.1%
24,332
-42.4%
0.30%
-51.0%
Q2 2022$2,420,000
+460.2%
42,207
+536.6%
0.60%
+520.6%
Q1 2022$432,000
-84.0%
6,630
-83.4%
0.10%
-84.4%
Q4 2021$2,705,000
-68.8%
39,900
-69.9%
0.62%
-70.8%
Q3 2021$8,666,000
+0.7%
132,771
+4.0%
2.12%
-2.5%
Q2 2021$8,602,000
+14.6%
127,604
+10.2%
2.18%
+5.8%
Q1 2021$7,509,000
+6.8%
115,759
+3.8%
2.06%
+3.5%
Q4 2020$7,034,000
+25.7%
111,476
+8.8%
1.99%
+16.5%
Q3 2020$5,596,000
+5.5%
102,456
-0.7%
1.71%
-10.4%
Q2 2020$5,305,000
+78.9%
103,189
+68.1%
1.91%
+73.4%
Q1 2020$2,965,000
+13377.3%
61,394
+14947.5%
1.10%
+15600.0%
Q1 2019$22,000
+10.0%
4080.0%0.01%
-12.5%
Q4 2018$20,000
-41.2%
408
-32.6%
0.01%
-33.3%
Q3 2018$34,0000.0%6050.0%0.01%
-7.7%
Q2 2018$34,0000.0%6050.0%0.01%
-7.1%
Q1 2018$34,000
-5.6%
605
-0.7%
0.01%
-6.7%
Q4 2017$36,0006090.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Capital Advisors, Ltd. LLC 11,716$639,0000.20%
Cetera Advisor Networks LLC 12,548$684,0000.03%
Cornerstone Wealth Management, LLC 129,195$2,381,0000.03%
BB&T SECURITIES, LLC 38,257$2,086,0000.02%
OPTIMUM INVESTMENT ADVISORS 1,360$74,0000.02%
Virtu Financial LLC 8,338$455,0000.02%
Azimuth Capital Management LLC 4,100$224,0000.02%
Legacy Financial Advisors, Inc. 605$34,0000.01%
LINCOLN NATIONAL CORP 5,530$302,0000.01%
JANE STREET GROUP, LLC 80,298$4,379,0000.01%
View complete list of ISHARES TR shareholders