HERITAGE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 388 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$19,110
+138.9%
420
+100.0%
0.00%0.0%
Q3 2022$8,000
-99.9%
2100.0%0.00%0.0%
Q2 2022$9,450,000
+85809.1%
2100.0%0.00%0.0%
Q1 2022$11,0002100.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,416,111$178,560,00012.61%
TLWM 451,528$23,598,0008.23%
GERMAN AMERICAN BANCORP, INC. 1,022,881$53,466,0007.81%
SIMON QUICK ADVISORS, LLC 326,687$17,076,0004.84%
CUMBERLAND ADVISORS INC 318,340$16,640,0003.86%
GM Advisory Group, LLC 605,163$31,632,0003.76%
Surevest, LLC 292,837$15,307,0003.69%
Legacy Private Trust Co. 900,266$47,057,0003.65%
Dentgroup LLC 65,737$3,436,0003.31%
Cadence Bank 453,240$23,691,0002.95%
View complete list of ISHARES TR shareholders