Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,870,757
-18.3%
14,308
-15.7%
0.16%
-15.6%
Q2 2023$3,513,394
+9.3%
16,968
-1.3%
0.19%
+3.9%
Q1 2023$3,213,908
+7.2%
17,183
-2.2%
0.18%
+2.9%
Q4 2022$2,997,427
+5.0%
17,5730.0%0.17%
-15.9%
Q3 2022$2,856,000
-10.0%
17,573
-4.4%
0.21%
-5.9%
Q2 2022$3,172,000
-18.9%
18,390
-2.0%
0.22%
+1.9%
Q1 2022$3,912,000
-6.3%
18,761
-1.6%
0.22%
-5.7%
Q4 2021$4,177,000
-99.9%
19,061
-0.2%
0.23%
-0.9%
Q3 2021$3,770,512,000
-0.2%
19,097
-0.8%
0.23%
-0.9%
Q2 2021$3,778,034,000
-1.0%
19,258
-9.2%
0.23%
+1.3%
Q1 2021$3,814,734,000
+101006.1%
21,213
-3.5%
0.23%
-2.5%
Q4 2020$3,773,000
-99.9%
21,983
-1.2%
0.24%
-47.2%
Q3 2020$3,463,757,000
+11.9%
22,242
-89.3%
0.45%
+3.2%
Q2 2020$3,094,837,000
+5.7%
207,235
+739.5%
0.43%
-17.5%
Q1 2020$2,928,135,000
+313.2%
24,685
+401.9%
0.52%
+458.5%
Q4 2019$708,635,0004,9180.09%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 3,844,608$322,537,548,00039.02%
Meristem Family Wealth, LLC 689,631$90,680,00024.49%
EVOKE WEALTH, LLC 579,040$76,138,027,0009.37%
Pictet North America Advisors SA 393,736$51,772,0007.08%
Oakworth Capital, Inc. 273,198$35,923,0006.97%
Relative Value Partners Group, LLC 455,764$59,928,0006.05%
SCS Capital Management LLC 1,063,423$139,829,0004.63%
Darwin Wealth Management, LLC 105,712$13,900,0004.11%
GenWealth Group, Inc. 72,110$9,481,0003.94%
BARINGS LLC 2,445,164$321,514,0003.66%
View complete list of ISHARES TR shareholders