HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is HYXF and the CUSIP is 46435G441. A total of 39 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$2,556,982
+101.0%
59,162
+96.1%
0.36%
-10.8%
Q3 2022$1,272,000
-99.9%
30,167
-1.9%
0.41%
-8.3%
Q2 2022$1,338,768,000
+84901.1%
30,748
-5.1%
0.45%
+4.7%
Q1 2022$1,575,000
-10.6%
32,411
-3.8%
0.43%
-32.1%
Q3 2021$1,762,000
+1.1%
33,676
+1.6%
0.63%
-5.0%
Q2 2021$1,742,000
+33.0%
33,140
+31.5%
0.66%
-10.6%
Q1 2021$1,310,00025,2000.74%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 67,555$2,997,4151.48%
VERUS CAPITAL PARTNERS, LLC 49,658$2,203,3190.34%
Mandatum Life Insurance Co Ltd 24,580$1,090,6150.32%
HARVEST GROUP WEALTH MANAGEMENT, LLC 11,510$510,6990.32%
Walkner Condon Financial Advisors LLC 25,110$1,111,7430.31%
Topel & Distasi Wealth Management, LLC 9,574$424,7980.22%
SigFig Wealth Management, LLC 67,646$3,001,4290.16%
Curtis Advisory Group, LLC 8,689$385,5310.14%
Summit Wealth Group, LLC 153,742$30.07%
Milestone Investment Advisors LLC 4,820$213,8640.07%
View complete list of ISHARES TR shareholders