HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 138 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
CROSSPOINT FINANCIAL, LLC 37,790$1,455,28815.38%
RETIREMENT CAPITAL STRATEGIES 78,687$3,030,2361.42%
ABSOLUTE CAPITAL MANAGEMENT, LLC 22,600$870,3260.84%
Sierra Capital LLC 117,113$4,5100.72%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 29,050$1,118,7200.72%
LVM CAPITAL MANAGEMENT LTD/MI 127,906$4,9260.69%
WealthOne, LLC 41,107$1,583,0460.64%
ALTERNA WEALTH MANAGEMENT, INC 12,317$474,3280.61%
CORA CAPITAL ADVISORS LLC 20,980$807,9400.54%
Wharton Business Group, LLC 200,110$7,7060.43%
View complete list of ISHARES TR shareholders