Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. 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 2022$93,000
-16.2%
1,0500.0%0.01%0.0%
Q1 2022$111,000
-5.9%
1,0500.0%0.01%0.0%
Q4 2021$118,000
-99.9%
1,0500.0%0.01%
-14.3%
Q3 2021$112,518,000
-3.6%
1,0500.0%0.01%0.0%
Q2 2021$116,676,000
+5.1%
1,0500.0%0.01%0.0%
Q1 2021$110,975,000
+108699.0%
1,0500.0%0.01%
+16.7%
Q4 2020$102,000
-99.9%
1,050
+100.0%
0.01%
-45.5%
Q3 2020$87,754,000
+481.3%
525
-82.7%
0.01%
+450.0%
Q2 2020$15,096,000
-91.5%
3,030
+111.1%
0.00%
-93.8%
Q1 2020$178,227,000
-29.1%
1,435
-4.3%
0.03%
-3.0%
Q4 2019$251,460,000
+105555.5%
1,5000.0%0.03%
-5.7%
Q3 2019$238,000
-99.9%
1,500
-21.1%
0.04%
-23.9%
Q2 2019$300,694,000
+4.3%
1,9000.0%0.05%
-2.1%
Q1 2019$288,382,000
+118089.3%
1,9000.0%0.05%
-2.1%
Q4 2018$244,0001,9000.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 168,460$16,357,0003.81%
MAGNOLIA CAPITAL MANAGEMENT LTD 67,328$6,538,0003.37%
First Citizens Financial Corp 38,390$3,728,0003.25%
MORGAN JESS S & CO INC 40,800$3,962,0003.16%
MinichMacGregor Wealth Management, LLC 73,161$7,103,0002.89%
Modus Advisors, LLC 42,772$4,153,0002.15%
Kesler, Norman & Wride, LLC 67,732$6,577,0001.83%
Cadent Capital Advisors, LLC 36,231$3,518,0001.73%
Frank, Rimerman Advisors LLC 26,416$2,564,9941.16%
Stillwater Capital Advisors, LLC 36,615$3,555,0000.68%
View complete list of ISHARES TR shareholders