HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 126 filers reported holding ISHARES TR in Q4 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$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 Q4 2021
NameSharesValueWeighting ↓
CROSSPOINT FINANCIAL, LLC 34,035$1,287,19513.10%
RETIREMENT CAPITAL STRATEGIES 107,466$4,064,3641.87%
ABSOLUTE CAPITAL MANAGEMENT, LLC 22,600$854,7320.79%
Sierra Capital LLC 117,113$4,4290.70%
LVM CAPITAL MANAGEMENT LTD/MI 131,594$4,9770.66%
ALTERNA WEALTH MANAGEMENT, INC 13,085$494,8750.57%
WealthOne, LLC 39,000$1,475,0020.54%
Wharton Business Group, LLC 193,870$7,3320.48%
CORA CAPITAL ADVISORS LLC 18,261$690,6310.46%
Sterling Investment Counsel, LLC 13,720$518,9040.28%
View complete list of ISHARES TR shareholders