HERITAGE INVESTORS MANAGEMENT CORP - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206
-5.9%
2,3060.0%0.01%0.0%
Q2 2023$219
+1.4%
2,3060.0%0.01%0.0%
Q1 2023$216
+2.4%
2,3060.0%0.01%
-10.0%
Q4 2022$211
-99.9%
2,306
+9.8%
0.01%
+11.1%
Q1 2022$215,000
-2.3%
2,1000.0%0.01%0.0%
Q4 2021$220,000
+3.8%
2,1000.0%0.01%0.0%
Q3 2021$212,000
-4.5%
2,1000.0%0.01%0.0%
Q2 2021$222,000
+4.7%
2,1000.0%0.01%0.0%
Q1 2021$212,000
-10.5%
2,100
+33.9%
0.01%
-40.0%
Q1 2018$237,000
-1.7%
1,5680.0%0.02%0.0%
Q4 2017$241,000
-8.0%
1,568
-11.3%
0.02%
-11.8%
Q3 2017$262,000
+6.1%
1,7680.0%0.02%0.0%
Q2 2017$247,000
+0.8%
1,7680.0%0.02%0.0%
Q1 2017$245,0001,7680.02%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders