HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGN and the CUSIP is 464287531. A total of 35 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,807
+93.6%
84
+100.0%
0.00%0.0%
Q3 2022$3,000
-99.9%
420.0%0.00%0.0%
Q2 2022$2,473,000
+82333.3%
420.0%0.00%0.0%
Q1 2022$3,0000.0%420.0%0.00%0.0%
Q3 2021$3,0000.0%420.0%0.00%0.0%
Q2 2021$3,0000.0%420.0%0.00%
-50.0%
Q1 2021$3,000420.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Nikulski Financial, Inc. 8,851$632,4610.28%
Kesler, Norman & Wride, LLC 4,262$304,5610.08%
COOKSON PEIRCE & CO INC 6,608$4720.03%
Howard Capital Management Group, LLC 3,390$242,2700.03%
OPTIMUM INVESTMENT ADVISORS 700$50,0190.03%
Centerpoint Advisors, LLC 745$530.02%
Tower Research Capital LLC (TRC) 6,785$4850.02%
Baker Avenue Asset Management, LP 3,075$219,7280.01%
Snowden Capital Advisors LLC 3,018$215,6550.01%
TOMPKINS FINANCIAL CORP 300$21,4370.00%
View complete list of ISHARES TR shareholders