HERITAGE INVESTORS MANAGEMENT CORP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 481 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.57 and the average weighting 0.5%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$209
-4.1%
2,9000.0%0.01%0.0%
Q2 2023$218
+5.3%
2,9000.0%0.01%0.0%
Q1 2023$207
-99.9%
2,9000.0%0.01%0.0%
Q1 2022$225,000
-9.3%
2,9000.0%0.01%
-10.0%
Q4 2021$248,000
+7.4%
2,9000.0%0.01%0.0%
Q3 2021$231,000
-1.7%
2,9000.0%0.01%0.0%
Q2 2021$235,000
+3.5%
2,9000.0%0.01%0.0%
Q1 2021$227,000
+8.6%
2,9000.0%0.01%0.0%
Q4 2020$209,000
-19.6%
2,900
+143.5%
0.01%
-37.5%
Q1 2018$260,000
+1.2%
1,1910.0%0.02%0.0%
Q4 2017$257,000
+6.6%
1,1910.0%0.02%0.0%
Q3 2017$241,000
+3.0%
1,1910.0%0.02%0.0%
Q2 2017$234,000
-4.9%
1,191
-7.7%
0.02%
-5.9%
Q1 2017$246,0001,2910.02%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders