Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 234 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$275,0000.0%5,5000.0%0.02%
+5.3%
Q2 2022$275,000
-0.4%
5,5000.0%0.02%
+26.7%
Q1 2022$276,000
-0.4%
5,5000.0%0.02%0.0%
Q4 2021$277,000
-99.9%
5,500
-36.6%
0.02%
-44.4%
Q3 2021$438,383,000
-12.2%
8,680
-12.1%
0.03%
-12.9%
Q2 2021$499,138,0000.0%9,8800.0%0.03%
+3.3%
Q1 2021$499,138,000
+1560.4%
9,880
-98.3%
0.03%
-98.4%
Q4 2020$30,062,000
-99.9%
595,047
-15.9%
1.88%
-59.3%
Q3 2020$35,771,987,000
+1.0%
707,376
+1.1%
4.62%
-6.7%
Q2 2020$35,408,008,000
+3668.1%
699,767
+3648.1%
4.95%
+3891.1%
Q4 2019$939,668,000
+110189.7%
18,670
+10.4%
0.12%
-1.6%
Q3 2019$852,000
-98.8%
16,916
+1099.7%
0.13%
+1045.5%
Q2 2019$71,050,0001,4100.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,439,754$72,045,00030.68%
Rain Capital Management, LLC 431,762$21,605,00015.53%
PEAK FINANCIAL ADVISORS LLC 284,360$14,229,00014.09%
Tempus Wealth Planning, LLC 242,157$12,118,0009.96%
Summit Wealth Group, LLC 151,852$7,599,0008.98%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 212,950$10,656,0008.77%
Capital Advantage, Inc. 732,249$36,642,0008.08%
Winthrop Advisory Group LLC 667,336$33,394,0007.84%
FOSTER DYKEMA CABOT & CO INC/MA 1,167,639$58,429,0007.21%
Doyle Wealth Management 1,752,218$87,681,0007.08%
View complete list of ISHARES TR shareholders