Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$71,065
-4.6%
2850.0%0.00%0.0%
Q2 2023$74,522
+19.2%
285
+14.0%
0.00%
+33.3%
Q1 2023$62,540
-12.1%
250
-15.0%
0.00%
-25.0%
Q4 2022$71,116
-12.2%
294
-20.8%
0.00%
-33.3%
Q3 2022$81,000
-3.6%
3710.0%0.01%0.0%
Q2 2022$84,000
+86.7%
371
+123.5%
0.01%
+200.0%
Q1 2022$45,000
-99.4%
166
-99.3%
0.00%
-99.5%
Q4 2021$7,039,000
-99.9%
24,8660.0%0.39%
-3.5%
Q3 2021$6,541,499,000
-2.1%
24,8660.0%0.40%
-2.7%
Q2 2021$6,682,240,000
+3.2%
24,8660.0%0.41%
+5.6%
Q1 2021$6,472,122,000
+113009.4%
24,866
-0.1%
0.39%
+8.9%
Q4 2020$5,722,000
-99.9%
24,897
-1.9%
0.36%
-41.0%
Q3 2020$4,704,465,000
+4.1%
25,387
-91.9%
0.61%
-4.0%
Q2 2020$4,518,830,000
+23.1%
313,039
+1126.4%
0.63%
-4.0%
Q1 2020$3,672,027,000
-30.3%
25,525
-0.3%
0.66%
-5.5%
Q4 2019$5,266,728,000
+107428.1%
25,589
+0.9%
0.70%
-3.6%
Q3 2019$4,898,000
-99.9%
25,351
-0.1%
0.72%
-4.5%
Q2 2019$4,930,185,000
+2.8%
25,379
+0.2%
0.76%
-4.1%
Q1 2019$4,795,453,000
+63754.2%
25,319
-44.0%
0.79%
-46.3%
Q4 2018$7,510,00045,2261.47%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders