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 ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders