HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 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$669,891
+132.6%
10,190
+98.5%
0.10%
+3.2%
Q3 2022$288,000
-99.9%
5,133
-4.7%
0.09%
-17.0%
Q2 2022$337,963,000
+78496.0%
5,385
-7.7%
0.11%
-3.4%
Q1 2022$430,000
+50.3%
5,832
+59.7%
0.12%
+13.7%
Q3 2021$286,000
+16.3%
3,652
+17.3%
0.10%
+9.7%
Q2 2021$246,000
+43.0%
3,114
+37.3%
0.09%
-4.1%
Q1 2021$172,0002,2680.10%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders