HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 260 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 37.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$3,0000.0%340.0%0.00%0.0%
Q3 2021$3,0000.0%340.0%0.00%0.0%
Q2 2021$3,0000.0%340.0%0.00%
-50.0%
Q1 2021$3,000340.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SCHRODERS IS Ltd 4,972,330$351,494,00019.00%
OLD MISSION CAPITAL LLC 275,023$19,441,0003.25%
FLOW TRADERS U.S. LLC 778,137$55,007,0003.15%
Strategic Point Investment Advisors, LLC 96,269$6,805,0003.06%
Accredited Investors Inc. 188,847$13,350,0002.69%
FFT WEALTH MANAGEMENT LLC 96,915$6,851,0002.58%
QUATTRO FINANCIAL ADVISORS LLC 33,177$2,400,0002.53%
CHATHAM CAPITAL GROUP, INC. 107,655$7,610,0001.96%
Psagot Value Holdings Ltd. 650,019$45,950,0001.94%
Circle Wealth Management, LLC 114,259$8,077,0001.81%
View complete list of ISHARES TR shareholders