Legacy Capital Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 179 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.

Quarter-by-quarter ownership
Legacy Capital Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,602,286
-49.6%
22,514
-54.2%
1.33%
+53.6%
Q1 2023$3,177,886
-22.7%
49,125
-31.9%
0.87%
-55.9%
Q4 2022$4,110,00672,1561.96%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Howard Capital Management Inc. 120,747$30,190,0006.91%
MinichMacGregor Wealth Management, LLC 31,626$7,906,0003.73%
First Citizens Financial Corp 14,568$3,642,0003.60%
Quantitative Advantage, LLC 55,155$13,789,0003.37%
WJ Wealth Management, LLC 4,005$1,001,0003.24%
SPC Financial, Inc. 73,748$18,438,0003.18%
Stonebridge Financial Planning Group, LLC 12,266$3,161,0002.27%
Prospera Financial Services Inc 18,383$4,596,0001.76%
WESPAC Advisors, LLC 3,772$943,0001.17%
GARRISON POINT ADVISORS, LLC 3,978$995,0000.90%
View complete list of ISHARES TR shareholders