Legacy Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 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 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders