Legacy Wealth Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 245 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Legacy Wealth Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,171,362
-43.1%
121,627
-43.2%
2.26%
-40.2%
Q2 2023$10,852,481
+8.5%
214,180
+8.3%
3.79%
+5.0%
Q1 2023$10,004,433
+203.4%
197,755
+202.3%
3.61%
+187.4%
Q4 2022$3,297,92365,4221.26%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Clarity Financial LLC 1,035,563$52,053,0008.13%
Elmwood Wealth Management, Inc. 87,635$4,405,0002.10%
Laurel Wealth Advisors LLC 203,485$10,228,0002.10%
Ifrah Financial Services, Inc. 253,843$12,760,0001.77%
New Capital Management LP 63,677$3,201,0001.66%
Capital Wealth Alliance, LLC 23,066$1,159,0000.68%
LANDAAS & CO /WI /ADV 23,737$1,193,0000.63%
Matisse Capital 8,800$442,0000.30%
SHEPHERD KAPLAN KROCHUK, LLC 13,100$658,0000.24%
Bigelow Investment Advisors, LLC 7,200$362,0000.16%
View complete list of ISHARES TR shareholders