Legacy Capital Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Legacy Capital Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$250,794
-86.7%
4,303
-86.0%
0.07%
-95.6%
Q2 2023$1,884,895
-58.9%
30,839
-59.3%
1.57%
+25.1%
Q1 2023$4,586,226
-26.7%
75,843
-32.1%
1.25%
-58.1%
Q4 2022$6,255,765111,7502.99%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$541,581,87533.09%
Ferguson Shapiro LLC 574,428$35,109,02522.98%
TFC Financial Management, Inc. 925,128$56,543,80413.90%
AAF Wealth Management, LLC 362,311$22,144,44113.74%
Standpoint Asset Management, LLC 471,200$28,799,7449.45%
AMARILLO NATIONAL BANK 747,831$45,707,4318.87%
Capital Asset Advisory Services LLC 1,762,681$110,008,9117.68%
DDFG, Inc 325,601$19,900,7037.32%
MCF Advisors LLC 1,246,739$76,200,6676.88%
BRIGGS ADVISORY GROUP, INC. 182,055$11,127,2086.21%
View complete list of ISHARES TR shareholders