Legacy Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Legacy Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$624,000
-12.2%
2,495
-5.4%
1.03%
+1.3%
Q2 2022$711,000
-22.0%
2,637
-0.2%
1.02%
-5.1%
Q1 2022$912,000
+0.8%
2,643
+16.1%
1.07%
+4.1%
Q4 2021$905,000
-30.3%
2,277
-30.0%
1.03%
-29.0%
Q3 2021$1,298,000
+14.0%
3,252
+11.4%
1.45%
+12.1%
Q2 2021$1,139,000
+25.9%
2,919
+10.1%
1.30%
+12.4%
Q1 2021$905,0002,6511.15%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders