HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 132 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$159,472
+104.5%
7,152
+100.0%
0.02%
-8.0%
Q3 2022$78,000
-99.9%
3,5760.0%0.02%
-10.7%
Q2 2022$82,784,000
+91882.2%
3,5760.0%0.03%
+16.7%
Q1 2022$90,000
-18.2%
3,576
-11.0%
0.02%
-38.5%
Q3 2021$110,000
-0.9%
4,0180.0%0.04%
-7.1%
Q2 2021$111,000
+2.8%
4,0180.0%0.04%
-31.1%
Q1 2021$108,0004,0180.06%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders