HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 225 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$268,650
+84.0%
2,622
+83.2%
0.04%
-19.1%
Q3 2022$146,000
-99.9%
1,431
-17.3%
0.05%
-23.0%
Q2 2022$182,707,000
+74474.3%
1,731
-23.2%
0.06%
-7.6%
Q1 2022$245,000
-5.8%
2,2540.0%0.07%
-28.3%
Q3 2021$260,000
-0.4%
2,2540.0%0.09%
-7.1%
Q2 2021$261,000
+0.8%
2,2540.0%0.10%
-32.2%
Q1 2021$259,0002,2540.15%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders