Legacy Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 274 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Legacy Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$216,000
-2.3%
2,5520.0%0.25%
+0.8%
Q4 2021$221,000
+3.8%
2,552
-0.9%
0.25%
+5.4%
Q3 2021$213,000
+1.9%
2,5760.0%0.24%
+0.4%
Q2 2021$209,000
+8.3%
2,5760.0%0.24%
-3.3%
Q1 2021$193,000
-29.0%
2,576
+30.3%
0.25%
-20.1%
Q4 2019$272,0001,9770.31%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders