New Legacy Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
New Legacy Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$353,204
-1.3%
1,0350.0%0.97%
+6.6%
Q2 2023$358,017
+13.5%
1,0350.0%0.91%
+1.0%
Q1 2023$315,365
+19.1%
1,0350.0%0.90%
+9.0%
Q4 2022$264,805
+2.2%
1,0350.0%0.82%
+23.2%
Q3 2022$259,000
-7.2%
1,0350.0%0.67%
+18.0%
Q2 2022$279,000
-21.8%
1,0350.0%0.57%
+322.4%
Q1 2022$357,000
-24.2%
1,035
-12.7%
0.13%
+47.3%
Q4 2021$471,0001,1860.09%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders