HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,859
+95.3%
258
+100.0%
0.00%0.0%
Q3 2022$3,000
-99.9%
1290.0%0.00%0.0%
Q2 2022$3,119,000
+14752.4%
129
-81.9%
0.00%
-83.3%
Q1 2022$21,000
-81.1%
711
-82.4%
0.01%
-84.6%
Q3 2021$111,000
-58.0%
4,048
-57.6%
0.04%
-61.0%
Q2 2021$264,000
-27.1%
9,536
-32.9%
0.10%
-51.0%
Q1 2021$362,00014,2160.20%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders