HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAOA and the CUSIP is 46436E668. A total of 14 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$109,879
+115.4%
3,960
+100.0%
0.02%0.0%
Q3 2022$51,0001,9800.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Cardinal Point Capital Management ULC 36,260$1,065,3040.28%
SAX WEALTH ADVISORS, LLC 7,600$223,2850.04%
Koesten, Hirschmann & Crabtree, INC. 1,660$48,7710.04%
Moss Adams Wealth Advisors LLC 1,608$47,2490.02%
Mascoma Wealth Management LLC 1,080$31,7300.01%
CGC Financial Services, LLC 235$6,9040.01%
Gould Capital, LLC 185$5,4040.00%
JNBA Financial Advisors 565$16,6000.00%
Parallel Advisors, LLC 1,750$51,4140.00%
Moisand Fitzgerald Tamayo, LLC 199$5,8560.00%
View complete list of ISHARES TR shareholders