Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$5,637
-94.1%
91
-94.5%
0.00%
-100.0%
Q4 2020$96,000
-99.9%
1,6410.0%0.01%
-50.0%
Q3 2020$90,911,000
+7.0%
1,641
-17.3%
0.01%0.0%
Q2 2020$84,973,000
-7.5%
1,984
+3.3%
0.01%
-25.0%
Q1 2020$91,843,000
-13.8%
1,9210.0%0.02%
+14.3%
Q4 2019$106,577,000
+101401.9%
1,9210.0%0.01%
-6.7%
Q3 2019$105,0001,9210.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Fortis Advisors, LLC 95,674$4,386,0002.55%
Richard Bernstein Advisors LLC 1,453,145$94,063,0001.82%
Capricorn Fund Managers Ltd 80,160$5,189,0001.46%
Money Design Co.,Ltd. 370,550$11,956,9450.96%
Interchange Capital Partners, LLC 10,727$694,0000.70%
Intelligent Financial Strategies 11,771$762,0000.68%
Slow Capital, Inc. 49,032$3,174,0000.54%
ALTFEST L J & CO INC 31,959$2,069,0000.40%
Darrow Company, Inc. 6,463$418,0000.37%
RESOLUTE FINANCIAL, LLC 7,437$481,0000.36%
View complete list of ISHARES TR shareholders