New Legacy Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
New Legacy Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$281,194
-5.9%
4,2000.0%0.77%
+1.7%
Q2 2023$298,908
+10.0%
4,2000.0%0.76%
-2.2%
Q1 2023$271,702
+13.6%
4,2000.0%0.77%
+3.9%
Q4 2022$239,235
-2.0%
4,2000.0%0.74%
+18.3%
Q3 2022$244,000
+2.5%
4,2000.0%0.63%
+30.2%
Q2 2022$238,000
-24.4%
4,2000.0%0.48%
+309.3%
Q1 2022$315,000
-10.8%
4,2000.0%0.12%
+73.5%
Q4 2021$353,0004,2000.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders