Heritage Trust Co - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 201 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,925,268
-2.9%
19,000
-1.4%
0.30%
+3.4%
Q2 2023$1,982,581
-1.6%
19,267
-0.0%
0.29%
-8.5%
Q1 2023$2,013,835
+0.5%
19,273
-1.5%
0.32%
-3.1%
Q4 2022$2,004,531
-0.6%
19,564
-1.4%
0.33%
-7.4%
Q3 2022$2,017,000
-7.7%
19,837
-4.2%
0.35%
-1.4%
Q2 2022$2,185,000
-2.5%
20,702
+0.3%
0.36%
+12.9%
Q1 2022$2,240,000
-5.4%
20,637
-0.9%
0.32%
+4.3%
Q4 2021$2,369,000
-2.9%
20,829
-1.7%
0.30%
-11.4%
Q3 2021$2,439,000
-3.4%
21,185
-3.0%
0.34%
-5.0%
Q2 2021$2,525,000
-2.3%
21,840
-2.9%
0.36%
-8.4%
Q1 2021$2,584,000
-3.2%
22,500
-0.9%
0.39%
-9.0%
Q4 2020$2,670,000
-0.4%
22,699
-0.3%
0.43%
-13.2%
Q3 2020$2,680,000
-0.7%
22,760
-0.8%
0.50%
-5.7%
Q2 2020$2,700,000
+7.1%
22,938
+4.3%
0.53%
-15.9%
Q1 2020$2,522,000
-1.3%
21,988
-3.1%
0.63%
+23.1%
Q4 2019$2,556,000
-4.1%
22,689
-3.6%
0.51%
-11.3%
Q3 2019$2,666,000
+54.6%
23,548
+53.3%
0.58%
+50.4%
Q2 2019$1,724,000
+40.5%
15,362
+38.0%
0.38%
+35.3%
Q1 2019$1,227,000
+125.1%
11,131
+120.9%
0.28%
+25.8%
Q4 2018$545,000
+0.7%
5,0400.0%0.22%
+16.0%
Q3 2018$541,000
+16.8%
5,040
+17.4%
0.19%
+11.5%
Q2 2018$463,000
-0.4%
4,2940.0%0.17%0.0%
Q1 2018$465,000
+247.0%
4,294
+250.5%
0.17%
+262.5%
Q4 2017$134,000
-1.5%
1,2250.0%0.05%
-4.0%
Q3 2017$136,0000.0%1,2250.0%0.05%
-3.8%
Q2 2017$136,000
+0.7%
1,2250.0%0.05%
+2.0%
Q1 2017$135,0001,2250.05%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders