Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,077,111
-4.9%
214,361
-0.5%
0.55%
-2.0%
Q2 2023$10,599,527
+0.9%
215,3500.0%0.56%
-4.1%
Q1 2023$10,502,620
+7.2%
215,3500.0%0.58%
+3.2%
Q4 2022$9,798,425
+5404.7%
215,350
+4730.6%
0.57%
+4261.5%
Q3 2022$178,0004,4580.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders