Heritage Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 406 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 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 Q2 2023
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 633,447$29,310,00014.44%
TLWM 423,360$19,588,00011.00%
GERMAN AMERICAN BANCORP, INC. 705,910$32,662,0009.66%
HARVEST CAPITAL MANAGEMENT INC 490,260$22,684,0007.22%
AMG National Trust Bank 2,184,617$101,082,0006.23%
Advisory Resource Group 225,735$10,273,0005.73%
Johnson Financial Group, Inc. 1,173,378$54,292,0004.82%
Tolleson Wealth Management, Inc. 139,523$6,456,0004.47%
Capital Investment Advisors, LLC 1,516,263$70,157,0004.09%
Goelzer Investment Management, Inc. 863,417$39,950,0003.78%
View complete list of ISHARES TR shareholders