Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 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$59,000
-18.1%
4000.0%0.00%0.0%
Q1 2022$72,000
-6.5%
4000.0%0.00%0.0%
Q4 2021$77,000
-99.9%
4000.0%0.00%
-20.0%
Q3 2021$75,272,000
+1.6%
4000.0%0.01%0.0%
Q2 2021$74,092,000
+8.2%
4000.0%0.01%
+25.0%
Q1 2021$68,508,000
+114080.0%
4000.0%0.00%0.0%
Q4 2020$60,000
-99.9%
4000.0%0.00%
-33.3%
Q3 2020$48,808,0004000.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 21,952$3,313,9409.53%
Kozak & Associates, Inc. 65,014$9,814,4834.41%
VALLEY FINANCIAL MANAGEMENT, INC. 37,383$5,643,3383.49%
SAM Advisors, LLC 38,816$5,859,6632.63%
Snider Financial Group 30,327$4,578,2262.44%
RiverFront Investment Group, LLC 439,196$66,301,1522.34%
ARKANSAS FINANCIAL GROUP, INC. 45,791$6,912,6281.44%
Financial Freedom, LLC 12,171$1,837,3611.34%
Vahanian & Associates Financial Planning Inc. 3,095$467,2211.30%
Quantitative Advantage, LLC 58,787$8,874,4411.29%
View complete list of ISHARES TR shareholders