HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 75 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,248
+24.8%
22
+100.0%
0.00%
Q3 2022$1,000
-99.9%
110.0%0.00%
Q2 2022$690,000
+68900.0%
110.0%0.00%
Q1 2022$1,0000.0%110.0%0.00%
Q3 2021$1,000
-90.0%
11
-89.5%
0.00%
-100.0%
Q2 2021$10,0000.0%1050.0%0.00%
-33.3%
Q1 2021$10,0001050.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Upper Left Wealth Management, LLC 38,905$2,157,2832.24%
EWG Elevate Inc. 89,366$4,955,3472.24%
Redhawk Wealth Advisors, Inc. 114,596$6,354,3492.12%
SFI Advisors, LLC 26,439$1,466,0431.43%
Twelve Points Wealth Management LLC 14,584$808,6690.40%
GYL FINANCIAL SYNERGIES, LLC 66,150$3,668,0180.36%
SYNTAX RESEARCH, INC. 7,431$412,0570.33%
INSIGNEO ADVISORY SERVICES, LLC 22,661$1,256,5520.26%
FLOW TRADERS U.S. LLC 76,329$4,2320.20%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 7,188$398,5750.19%
View complete list of ISHARES TR shareholders