HERITAGE INVESTORS MANAGEMENT CORP - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,096 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$240
-99.9%
7,863
+21.8%
0.01%
+10.0%
Q3 2022$204,000
-3.8%
6,4570.0%0.01%0.0%
Q2 2022$212,000
-9.8%
6,4570.0%0.01%
+11.1%
Q1 2022$235,000
-7.8%
6,4570.0%0.01%
-10.0%
Q4 2021$255,000
+1.6%
6,4570.0%0.01%
-9.1%
Q3 2021$251,000
-1.2%
6,4570.0%0.01%0.0%
Q2 2021$254,000
+2.4%
6,4570.0%0.01%0.0%
Q1 2021$248,000
-0.4%
6,4570.0%0.01%
-8.3%
Q4 2020$249,000
+6.0%
6,4570.0%0.01%
-7.7%
Q3 2020$235,000
+4.9%
6,4570.0%0.01%0.0%
Q2 2020$224,000
+9.3%
6,4570.0%0.01%
-7.1%
Q1 2020$205,000
-15.6%
6,4570.0%0.01%
+7.7%
Q4 2019$243,000
+1.7%
6,457
+1.3%
0.01%
-7.1%
Q3 2019$239,0006,3740.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders