HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$557,267
+2129.1%
5,346
+1872.7%
0.08%
+900.0%
Q3 2022$25,000
-99.9%
271
-40.6%
0.01%
-46.7%
Q2 2022$45,796,000
+138675.8%
456
+48.5%
0.02%
+66.7%
Q1 2022$33,0003070.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CVS HEALTH Corp 476,836$48,475,14828.86%
Essex Private Wealth Management, LLC 35,995$3,659,28113.28%
VAUGHAN & Co SECURITIES, INC. 136,509$13,877,51010.30%
Kapstone Financial Advisors LLC 103,362$10,780,6579.72%
REGIMEN WEALTH, LLC 210,015$22,223,8169.62%
FOREFRONT WEALTH MANAGEMENT INC. 69,768$7,092,5839.27%
Kerntke Otto McGlone Wealth Management Group 87,367$8,882,0009.14%
Fortune 45 LLC 79,730$8,105,3748.16%
SWISS RE LTD 327,970$33,341,4307.82%
SWEENEY & MICHEL, LLC 133,937$13,291,9447.08%
View complete list of ISHARES TR shareholders