HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 88 filers reported holding ISHARES TR in Q1 2021. 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$378,541
+91.2%
11,464
+96.2%
0.05%
-15.6%
Q3 2022$198,000
-99.9%
5,842
-4.9%
0.06%
-11.1%
Q2 2022$215,154,000
+82019.8%
6,1420.0%0.07%
+1.4%
Q1 2022$262,000
+1.9%
6,142
+3.8%
0.07%
-22.0%
Q3 2021$257,000
+3.6%
5,917
+3.1%
0.09%
-3.2%
Q2 2021$248,000
+29.8%
5,737
+14.5%
0.09%
-13.0%
Q1 2021$191,0005,0120.11%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders