HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 267 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$182,210
+130.6%
3,836
+90.9%
0.03%
+4.0%
Q3 2022$79,000
-99.9%
2,009
-10.7%
0.02%
-26.5%
Q2 2022$101,115,000
+73706.6%
2,249
-12.5%
0.03%
-8.1%
Q1 2022$137,000
-6.8%
2,570
-1.8%
0.04%
-28.8%
Q3 2021$147,000
-26.1%
2,618
-24.6%
0.05%
-30.7%
Q2 2021$199,000
-6.1%
3,471
-11.5%
0.08%
-37.0%
Q1 2021$212,0003,9220.12%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Israel Discount Bank of New York 218,785$10,864,8649.02%
Palisades Hudson Asset Management, L.P. 170,410$8,4634.63%
GenTrust, LLC 1,214,431$60,308,6284.24%
Blue Edge Capital, LLC 380,707$18,905,9103.96%
FIRST INTERSTATE BANK 892,222$44,307,7453.82%
AIA Group Ltd 1,467,300$72,866,1183.56%
Elm Partners Management LLC 648,175$32,188,3813.33%
SYNTAX RESEARCH, INC. 75,952$3,771,7783.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 641,647$20,668,2522.83%
Consilium Wealth Advisory, LLC 80,614$4,003,2882.80%
View complete list of ISHARES TR shareholders