HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGN and the CUSIP is 464287531. A total of 32 filers reported holding ISHARES TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 109,910$5,070,0003.11%
Robinson Value Management, Ltd. 7,668$354,0000.32%
HOWARD CAPITAL MANAGEMENT 9,135$421,0000.06%
Tower Research Capital LLC (TRC) 15,970$737,0000.06%
Perigon Wealth Management, LLC 2,590$119,0000.04%
SevenBridge Financial Group, LLC 980$45,0000.03%
AE Wealth Management LLC 5,705$263,0000.02%
SG Americas Securities, LLC 55,372$2,554,0000.02%
Winfield Associates, Inc. 400$18,0000.01%
Plante Moran Financial Advisors, LLC 199$9,0000.01%
View complete list of ISHARES TR shareholders