HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 154 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 312,835$6,814,0006.65%
Long Run Wealth Advisors, LLC 120,104$2,616,0001.04%
Fingerlakes Wealth Management, Inc. 27,894$608,0000.89%
Tempus Wealth Planning, LLC 39,393$858,0000.57%
Level Financial Advisors 30,278$659,0000.49%
Topel & Distasi Wealth Management, LLC 37,145$817,0000.45%
First Affirmative Financial Network 13,447$293,0000.37%
Horst & Graben Wealth Management LLC 59,137$1,288,0000.36%
CWM, LLC 2,104,687$45,840,0000.36%
Klaas Financial Asset Advisors, LLC 61,959$1,349,0000.34%
View complete list of ISHARES TR shareholders