Legacy Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Legacy Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$203,000
-52.0%
5,014
-46.4%
0.29%
-39.6%
Q4 2021$423,000
-25.5%
9,348
-24.8%
0.48%
-24.2%
Q3 2021$568,000
-7.8%
12,437
-7.0%
0.64%
-9.3%
Q2 2021$616,000
+6.4%
13,369
+5.8%
0.70%
-5.1%
Q1 2021$579,000
+113.7%
12,635
+111.6%
0.74%
+112.4%
Q4 2020$271,000
+29.7%
5,971
+25.3%
0.35%
+45.6%
Q3 2020$209,000
-7.1%
4,764
-9.3%
0.24%
-10.8%
Q2 2020$225,0005,2520.27%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 363,684$14,747,00010.60%
KilterHowling LLC 216,961$8,797,7569.88%
Williams Financial, LLC 208,856$8,469,0006.89%
Thrive Capital Management, LLC 232,513$9,428,0006.53%
Sound Income Strategies, LLC 1,045,901$42,411,0005.66%
Matthew Goff Investment Advisor, LLC 493,701$20,020,0005.39%
Legacy Financial Group LLC 418,144$16,956,0005.35%
Regal Wealth Group, Inc. 180,706$7,328,0005.29%
FINANCIAL ADVISORY PARTNERS, LLC 303,352$12,300,9245.08%
SMITH CHAS P & ASSOCIATES PA CPAS 1,646,689$66,773,0004.81%
View complete list of ISHARES TR shareholders