HERITAGE INVESTORS MANAGEMENT CORP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

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 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders