Heirloom Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.

Quarter-by-quarter ownership
Heirloom Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$529,136
-96.8%
4,676
-96.8%
0.24%
-96.8%
Q2 2023$16,747,393
-1.5%
145,301
+0.6%
7.28%
-10.3%
Q1 2023$16,998,543
+44.3%
144,484
+40.9%
8.11%
+10.6%
Q4 2022$11,782,544102,5557.34%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Lyons Wealth Management, LLC. 53,603$6,605,00018.56%
Keel Point, LLC 1,095,643$134,983,00015.59%
ALTFEST L J & CO INC 450,137$55,457,00013.50%
One Day In July LLC 109,960$13,547,0009.65%
Mount Lucas Management LP 436,335$53,756,0008.90%
Deane Retirement Strategies, Inc. 153,622$18,928,0008.25%
LFA - Lugano Financial Advisors SA 109,708$13,516,0008.10%
PROFFITT & GOODSON INC 259,807$32,008,0008.08%
GM Advisory Group, LLC 152,001$18,727,0006.16%
Bangor Savings Bank 254,843$31,396,0005.90%
View complete list of ISHARES TR shareholders