HERITAGE INVESTORS MANAGEMENT CORP - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 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 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders