Legacy Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 165 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
Legacy Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$223,000
-9.0%
3,790
-4.3%
0.26%
-5.7%
Q4 2021$245,000
-1.2%
3,962
-3.2%
0.28%
+0.4%
Q3 2021$248,000
-2.0%
4,092
-6.8%
0.28%
-3.5%
Q2 2021$253,000
+1.6%
4,3920.0%0.29%
-9.4%
Q1 2021$249,000
+9.7%
4,392
-1.4%
0.32%
+23.7%
Q4 2019$227,0004,4540.26%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders