Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 466 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$631,081
-1.0%
10,3000.0%0.03%
-3.4%
Q1 2024$637,570
-8.7%
10,300
+322.1%
0.03%
-17.1%
Q4 2023$698,426
+25.5%
2,440
+18.4%
0.04%
+16.7%
Q3 2023$556,344
-3.6%
2,0600.0%0.03%
-3.2%
Q2 2023$577,320
+2.6%
2,0600.0%0.03%0.0%
Q1 2023$562,504
-24.6%
2,060
-21.6%
0.03%
-27.9%
Q4 2022$745,590
-39.0%
2,628
-45.6%
0.04%
-51.7%
Q3 2022$1,222,000
-5.9%
4,8290.0%0.09%
-1.1%
Q2 2022$1,299,000
-6.8%
4,829
+0.0%
0.09%
+16.9%
Q1 2022$1,394,000
-3.1%
4,828
+0.8%
0.08%
-2.5%
Q4 2021$1,438,000
-99.9%
4,788
+2.6%
0.08%0.0%
Q3 2021$1,287,167,000
+2.3%
4,665
+1.2%
0.08%
+2.6%
Q2 2021$1,257,839,000
+8.1%
4,6100.0%0.08%
+10.0%
Q1 2021$1,163,748,000
+161307.5%
4,610
+57.3%
0.07%
+55.6%
Q4 2020$721,000
-99.9%
2,9300.0%0.04%
-47.7%
Q3 2020$665,696,000
+5.3%
2,930
-99.6%
0.09%
-2.3%
Q2 2020$632,456,000
+14.9%
702,547
+23877.7%
0.09%
-11.1%
Q1 2020$550,254,000
+6453.0%
2,930
+6714.0%
0.10%
+9800.0%
Q2 2019$8,397,000
-94.9%
43
-94.9%
0.00%
-96.3%
Q1 2019$163,357,000
+79977.0%
843
-25.6%
0.03%
-32.5%
Q4 2018$204,000
+7.9%
1,133
+21.4%
0.04%
+8.1%
Q3 2018$189,0009330.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 275,932$16,906,3498.08%
Perbak Capital Partners LLP 427,851$26,214,4317.75%
Sowa Financial Group, Inc. 108,907$6,6735.05%
Bellwether Advisors, LLC 376,352$23,059,0754.84%
First Citizens Financial Corp 110,781$6,787,5524.02%
HC Advisors, LLC 61,400$3,761,9843.47%
Audent Global Asset Management, LLC 40,479$2,480,1682.58%
Sheridan Capital Management, LLC 56,655$3,453,7082.57%
ETFIDEA, LLC 97,358$5,965,1262.02%
Oakworth Capital, Inc. 393,851$24,131,1921.76%
View complete list of ISHARES TR shareholders