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 ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders