Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 93 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$51,261
+10.0%
5250.0%0.00%0.0%
Q1 2023$46,604
+8.9%
5250.0%0.00%
+50.0%
Q4 2022$42,798
+1.9%
5250.0%0.00%
-33.3%
Q3 2022$42,000
-4.5%
5250.0%0.00%0.0%
Q2 2022$44,000
-20.0%
5250.0%0.00%0.0%
Q1 2022$55,000
-9.8%
5250.0%0.00%0.0%
Q4 2021$61,000
-99.9%
5250.0%0.00%0.0%
Q3 2021$53,765,000
+1.4%
5250.0%0.00%0.0%
Q2 2021$53,015,000
-77.5%
525
-79.8%
0.00%
-78.6%
Q1 2021$236,054,000
+51104.8%
2,600
-50.0%
0.01%
-51.7%
Q4 2020$461,000
-99.9%
5,2000.0%0.03%
-46.3%
Q3 2020$415,896,000
+11.2%
5,200
-0.6%
0.05%
+3.8%
Q2 2020$374,149,000
+26.0%
5,231
+0.6%
0.05%
-1.9%
Q1 2020$296,868,000
-15.6%
5,2000.0%0.05%
+15.2%
Q4 2019$351,728,000
+107792.0%
5,2000.0%0.05%
-4.2%
Q3 2019$326,000
-99.9%
5,2000.0%0.05%
-4.0%
Q2 2019$325,936,000
+3.9%
5,2000.0%0.05%
-3.8%
Q1 2019$313,664,000
+114375.9%
5,2000.0%0.05%
-3.7%
Q4 2018$274,000
-15.2%
5,2000.0%0.05%
-14.3%
Q3 2018$323,000
+8.8%
5,2000.0%0.06%
-43.2%
Q2 2018$297,000
+4.6%
5,2000.0%0.11%
-5.9%
Q1 2018$284,000
+1.4%
5,2000.0%0.12%
-1.7%
Q4 2017$280,000
+6.9%
5,2000.0%0.12%
-9.1%
Q3 2017$262,000
+4.4%
5,2000.0%0.13%
+1.5%
Q2 2017$251,000
+4.1%
5,2000.0%0.13%0.0%
Q1 2017$241,000
+8.1%
5,2000.0%0.13%
-11.0%
Q4 2016$223,000
+0.9%
5,2000.0%0.15%
-4.6%
Q3 2016$221,000
+4.2%
5,200
+100.0%
0.15%
+7.0%
Q2 2016$212,000
+0.5%
2,6000.0%0.14%
-13.3%
Q1 2016$211,0000.0%2,6000.0%0.16%
-7.3%
Q4 2015$211,0000.0%2,6000.0%0.18%
+1.7%
Q2 2015$211,0000.0%2,6000.0%0.18%
+0.6%
Q1 2015$211,000
+3.4%
2,6000.0%0.17%
-4.4%
Q4 2014$204,0002,6000.18%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders