HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$402,324
+88.0%
13,178
+94.7%
0.06%
-17.4%
Q3 2022$214,000
-99.9%
6,7700.0%0.07%
-6.8%
Q2 2022$222,598,000
+84861.1%
6,770
-5.8%
0.07%
+4.2%
Q1 2022$262,000
-16.3%
7,189
-10.8%
0.07%
-36.0%
Q3 2021$313,000
+9.8%
8,058
+11.1%
0.11%
+2.8%
Q2 2021$285,000
-8.4%
7,254
-10.6%
0.11%
-38.3%
Q1 2021$311,0008,1110.18%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders