Heritage Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Heritage Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,720,681
-27.9%
15,576
-27.9%
3.67%
+161.0%
Q2 2023$2,386,497
+144.4%
21,607
+144.6%
1.41%
+81.9%
Q1 2023$976,288
-40.5%
8,835
-40.8%
0.77%
-48.6%
Q4 2022$1,640,00014,9221.50%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders