HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$20,447
+104.5%
430
+100.0%
0.00%0.0%
Q3 2022$10,000
-100.0%
215
-89.6%
0.00%
-91.2%
Q2 2022$102,559,000
+95749.5%
2,0590.0%0.03%
+17.2%
Q1 2022$107,000
+296.3%
2,059
+320.2%
0.03%
+190.0%
Q3 2021$27,0000.0%4900.0%0.01%0.0%
Q2 2021$27,000
-27.0%
490
-26.9%
0.01%
-52.4%
Q1 2021$37,0006700.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 6,260,247$348,571,00019.04%
Trinity Wealth Management, LLC 164,863$9,180,00012.79%
PRUDENT INVESTORS NETWORK, INC. 236,755$13,182,0008.94%
Boston Standard Wealth Management, LLC 308,220$17,162,000,0007.75%
NYL Investors LLC 648,700$35,793,0007.64%
Certified Advisory Corp 403,402$22,461,0007.43%
DOHJ, LLC 142,740$7,978,0005.46%
Blueprint Investment Partners LLC 148,645$8,277,0005.27%
N.E.W. Advisory Services LLC 283,191$15,768,0004.91%
Allworth Financial LP 2,728,296$151,912,0004.68%
View complete list of ISHARES TR shareholders