Legacy Capital Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 385 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Legacy Capital Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$431,872
-0.4%
9,1170.0%0.11%
-10.6%
Q4 2023$433,605
+2.5%
9,1170.0%0.12%
+6.0%
Q3 2023$422,846
-1.6%
9,1170.0%0.12%
-0.9%
Q1 2023$429,9129,1170.12%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Newman & Schimel, LLC 848,413$40,215,00019.34%
MARYLAND CAPITAL ADVISORS INC. 370,527$17,563,00018.53%
Campbell Wealth Management 2,280,073$108,075,00015.14%
Old North State Trust, LLC 325$15,414,00014.09%
Klaas Financial Asset Advisors, LLC 1,176,754$55,778,00013.83%
Opal Wealth Advisors, LLC 420,466$19,930,00013.18%
Prosperity Planning, Inc. 513,160$25,213,00012.88%
Buttonwood Financial Advisors Inc. 265,115$12,566,00011.34%
Courage Miller Partners, LLC 461,490$21,875,00010.39%
Oak Asset Management, LLC 461,490$21,875,00010.39%
View complete list of ISHARES TR shareholders