HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 151 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.85 and the average weighting 0.2%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$23,236
+93.6%
340
+100.0%
0.00%
-25.0%
Q3 2022$12,000
-99.9%
1700.0%0.00%
-20.0%
Q2 2022$13,598,000
+84887.5%
1700.0%0.01%
+25.0%
Q1 2022$16,0001700.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 180,306$9,228,0007.86%
Highmount Capital, LLC 297,215$15,211,0003.99%
Wharton Business Group, LLC 502,545$25,720,0002.24%
Courage Miller Partners, LLC 48,194$2,467,0002.24%
AVALON CAPITAL MANAGEMENT 36,704$1,879,0001.85%
CABOT WEALTH MANAGEMENT INC 92,374$4,728,0001.63%
First Heartland Consultants, Inc. 46,482$2,379,0001.38%
Quantitative Advantage, LLC 105,084$5,378,0001.38%
Financial Architects, Inc 30,086$1,534,0001.13%
Nadler Financial Group, Inc. 20,131$1,030,0000.73%
View complete list of ISHARES TR shareholders