Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$75,000
-24.2%
2550.0%0.01%0.0%
Q1 2022$99,000
-11.6%
2550.0%0.01%
-16.7%
Q4 2021$112,000
-99.9%
2550.0%0.01%0.0%
Q3 2021$102,931,000
-0.1%
2550.0%0.01%0.0%
Q2 2021$103,015,000
+12.0%
2550.0%0.01%0.0%
Q1 2021$92,017,000
+103289.9%
2550.0%0.01%0.0%
Q4 2020$89,000
-99.9%
2550.0%0.01%
-40.0%
Q3 2020$78,810,0002550.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,704$12,572,00027.18%
Mathes Company, Inc. 32,880$9,680,0004.71%
Legacy Financial Strategies, LLC 31,741$9,344,0004.61%
WestEnd Advisors, LLC 469,727$138,282,931,0004.36%
SHELTON WEALTH MANAGEMENT, LLC 12,090$3,559,0003.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 190,898$56,198,0002.84%
Equitable Holdings, Inc. 477,250$140,497,0002.68%
AFT, FORSYTH & COMPANY, INC. 9,932$2,924,0002.36%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 65,157$19,182,0002.09%
Destination Wealth Management 164,350$48,383,0001.95%
View complete list of ISHARES TR shareholders