HERITAGE INVESTORS MANAGEMENT CORP - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 678 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$219
-5.2%
2,2500.0%0.01%0.0%
Q1 2024$231
-2.9%
2,250
-2.4%
0.01%
-11.1%
Q4 2023$238
+15.5%
2,3060.0%0.01%0.0%
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 Q2 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders