HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$181,603
+101.8%
7,640
+100.0%
0.03%
-10.3%
Q3 2022$90,000
-99.9%
3,8200.0%0.03%
-6.5%
Q2 2022$92,024,000
+97797.9%
3,8200.0%0.03%
+24.0%
Q1 2022$94,000
-16.1%
3,820
-11.1%
0.02%
-37.5%
Q3 2021$112,0000.0%4,2970.0%0.04%
-4.8%
Q2 2021$112,0000.0%4,2970.0%0.04%
-33.3%
Q1 2021$112,0004,2970.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 93,483$2,288,4641.49%
VERITY Wealth Advisors 25,716$629,5280.54%
Parkside Advisors LLC 62,623$1,532,9990.42%
ST GERMAIN D J CO INC 203,164$4,973,4550.26%
Apella Capital, LLC 179,032$4,366,5830.24%
CGN Advisors LLC 37,021$906,2740.13%
Bartlett & Co. LLC 63,876$1,5640.02%
View complete list of ISHARES TR shareholders