Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 113 filers reported holding ISHARES TR in Q2 2020. 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 Q2 2020
NameSharesValueWeighting ↓
Fortis Advisors, LLC 82,341$3,442,0001.99%
Financial & Tax Architects, LLC 18,864$1,153,3450.56%
Slow Capital, Inc. 47,176$2,884,0000.54%
WealthBridge Capital Management, LLC 15,309$936,0000.34%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 36,249$2,216,2640.27%
Cedar Brook Financial Partners, LLC 10,457$639,0000.18%
McKinley Carter Wealth Services, Inc. 35,083$2,145,0000.18%
Madden Advisory Services, Inc. 3,763$230,0000.17%
Richard Bernstein Advisors LLC 129,945$7,945,0000.16%
Crescent Grove Advisors, LLC 21,550$1,318,0000.14%
View complete list of ISHARES TR shareholders