HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$278,733
+93.6%
11,326
+87.9%
0.04%
-13.0%
Q3 2022$144,000
-99.9%
6,028
-45.0%
0.05%
-48.9%
Q2 2022$270,032,000
+88145.8%
10,968
-0.4%
0.09%
+8.4%
Q1 2022$306,000
+44.3%
11,017
+56.2%
0.08%
+10.7%
Q3 2021$212,000
+66.9%
7,053
+65.9%
0.08%
+56.2%
Q2 2021$127,000
+56.8%
4,251
+54.3%
0.05%
+4.3%
Q1 2021$81,0002,7550.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders