HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGN and the CUSIP is 464287531. A total of 34 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
OPTIMUM INVESTMENT ADVISORS 700$43,2680.02%
Howard Capital Management Group, LLC 3,346$206,8000.02%
Manchester Capital Management LLC 1,700$105,0800.02%
Tower Research Capital LLC (TRC) 4,580$283,0990.01%
TOMPKINS FINANCIAL CORP 200$12,3620.00%
GOLDMAN SACHS GROUP INC 48,451$2,994,8340.00%
MORGAN STANLEY 142,944$8,835,5970.00%
LPL Financial LLC 15,893$982,3980.00%
Citadel Advisors 42,568$2,631,1960.00%
UBS Group AG 68,196$4,215,3310.00%
View complete list of ISHARES TR shareholders