Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,865
-0.8%
870.0%0.00%
Q2 2023$8,939
-0.9%
87
+1.2%
0.00%
-100.0%
Q1 2023$9,019
-16.9%
86
-18.9%
0.00%0.0%
Q4 2022$10,855
+20.6%
106
+24.7%
0.00%0.0%
Q3 2022$9,0000.0%850.0%0.00%0.0%
Q2 2022$9,000
-94.9%
85
-94.7%
0.00%
-90.0%
Q1 2022$175,000
-4.4%
1,611
+0.1%
0.01%0.0%
Q4 2021$183,000
-99.9%
1,6100.0%0.01%
-9.1%
Q3 2021$185,361,000
-0.4%
1,6100.0%0.01%0.0%
Q2 2021$186,116,000
+0.7%
1,610
+0.1%
0.01%0.0%
Q1 2021$184,863,000
+55749.8%
1,609
-42.8%
0.01%
-47.6%
Q4 2020$331,000
-99.9%
2,812
-11.7%
0.02%
-56.2%
Q3 2020$374,843,000
-17.1%
3,184
-41.9%
0.05%
-23.8%
Q2 2020$451,989,000
-7.0%
5,477
+29.3%
0.06%
-27.6%
Q1 2020$485,845,000
+0.7%
4,235
-1.1%
0.09%
+35.9%
Q4 2019$482,401,000
+97552.0%
4,282
-2.0%
0.06%
-12.3%
Q3 2019$494,000
-99.9%
4,370
+4.1%
0.07%
+1.4%
Q2 2019$471,090,000
-6.2%
4,196
-7.9%
0.07%
-13.3%
Q1 2019$502,142,000
+93934.1%
4,554
-7.7%
0.08%
-20.2%
Q4 2018$534,000
-16.6%
4,936
-17.3%
0.10%
-16.8%
Q3 2018$640,000
-0.5%
5,9680.0%0.12%
-47.9%
Q2 2018$643,000
+0.5%
5,968
+0.6%
0.24%
-9.8%
Q1 2018$640,000
-3.0%
5,932
-1.2%
0.27%
-5.7%
Q4 2017$660,000
-6.0%
6,005
-5.0%
0.28%
-20.1%
Q3 2017$702,000
-6.9%
6,320
-7.0%
0.35%
-9.5%
Q2 2017$754,000
-0.5%
6,797
-1.2%
0.39%
-4.6%
Q1 2017$758,000
-38.5%
6,883
-38.7%
0.41%
-49.3%
Q4 2016$1,233,000
+260.5%
11,230
+271.7%
0.81%
+240.1%
Q3 2016$342,0003,0210.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders