Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 643 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$16,214
-17.6%
240
-17.2%
0.00%0.0%
Q1 2024$19,679
+26.3%
290
+20.8%
0.00%0.0%
Q4 2023$15,583
+8.2%
2400.0%0.00%0.0%
Q3 2023$14,398
-4.2%
2400.0%0.00%0.0%
Q2 2023$15,029
+1.1%
2400.0%0.00%0.0%
Q1 2023$14,868
+7.0%
2400.0%0.00%0.0%
Q4 2022$13,891
+26.3%
240
+26.3%
0.00%0.0%
Q2 2022$11,0001900.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 647,319$38,606,00018.16%
PHILLIPS FINANCIAL MANAGEMENT, LLC 51,154$3,029,0000.90%
NewSquare Capital LLC 29,205$1,742,0000.62%
Tortoise Investment Management, LLC 10,665$636,0000.27%
SCHMIDT P J INVESTMENT MANAGEMENT INC 6,992$417,0000.16%
Atria Investments, Inc 16,670$994,0000.10%
JANE STREET GROUP, LLC 108,297$6,459,0000.08%
Rehmann Capital Advisory Group 5,212$311,0000.07%
BlackRock Fund Advisors 3,775,615$225,178,0000.06%
NORRIS PERNE & FRENCH LLP/MI 4,556$272,0000.05%
View complete list of ISHARES TR shareholders