Legacy Financial Group LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Legacy Financial Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,453,995,000
+88690.2%
29,427
-7.5%
0.34%
-19.0%
Q2 2023$1,637,562
+8.4%
31,828
+5.5%
0.42%
+2.2%
Q1 2023$1,510,062
+8.7%
30,183
+2.4%
0.41%
-0.7%
Q4 2022$1,389,519
+23.3%
29,464
+17.0%
0.42%
+10.6%
Q3 2022$1,127,000
-11.0%
25,175
-4.6%
0.38%
-6.0%
Q2 2022$1,267,000
-4.4%
26,388
+7.4%
0.40%
+2.8%
Q1 2022$1,326,000
+30.5%
24,566
+36.7%
0.39%
-11.0%
Q4 2021$1,016,000
-12.2%
17,971
-13.8%
0.44%
+26.3%
Q3 2021$1,157,000
+39.9%
20,857
+41.2%
0.35%
+38.4%
Q2 2021$827,000
+21.4%
14,767
+16.1%
0.25%
+5.5%
Q1 2021$681,000
+17.2%
12,715
+14.3%
0.24%
+6.3%
Q4 2020$581,00011,1270.22%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders