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 ↓
Slow Capital, Inc. 37,625$1,844,0000.94%
InterOcean Capital, LLC 77,025$3,775,0000.44%
Madden Advisory Services, Inc. 11,092$543,0000.34%
Affiance Financial, LLC 6,700$328,0000.25%
PFG Advisors 5,748$282,0000.25%
Perigon Wealth Management, LLC 15,228$746,0000.22%
IHT Wealth Management, LLC 16,715$819,0000.21%
PICTET BANK & TRUST Ltd 10,400$510,0000.17%
American Financial Network Advisory Services LLC 19$250,0000.14%
Hilltop Holdings Inc. 12,762$625,0000.13%
View complete list of ISHARES TR shareholders