Heartwood Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$730,057
-3.7%
10,1060.0%0.11%0.0%
Q2 2023$757,950
+4.9%
10,1060.0%0.11%0.0%
Q1 2023$722,680
+4.7%
10,1060.0%0.11%0.0%
Q4 2022$690,24010,1060.11%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders