Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 702 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$50,899
-0.9%
5050.0%0.00%0.0%
Q1 2023$51,338
-2.5%
5050.0%0.00%0.0%
Q4 2022$52,641
+14.4%
5050.0%0.00%0.0%
Q3 2022$46,000
-9.8%
5050.0%0.00%
-25.0%
Q2 2022$51,000
-100.0%
505
-57.9%
0.00%
-75.0%
Q4 2019$117,684,000
+104975.0%
1,2000.0%0.02%
-5.9%
Q3 2019$112,000
-99.9%
1,2000.0%0.02%0.0%
Q2 2019$113,400,000
+1.3%
1,2000.0%0.02%
-5.6%
Q1 2019$111,948,0001,2000.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Titus Wealth Management 173,488$16,336,00014.96%
Stratford Consulting, LLC 383,160$36,078,00012.35%
Wolff Financial Management LLC 149,025$14,032,00010.24%
Shamrock Asset Management LLC 107,050$10,080,0007.85%
Forefront Analytics, LLC 179,504$16,899,0006.96%
Bouchey Financial Group Ltd 283,019$26,649,0006.37%
LBMC INVESTMENT ADVISORS, LLC 410,238$38,628,0005.86%
WealthOne, LLC 85,024$8,006,0005.73%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 215,196$20,263,0005.53%
Gunma Bank,Ltd. 61,000$5,744,0005.46%
View complete list of ISHARES TR shareholders