HERITAGE INVESTORS MANAGEMENT CORP - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$413,000
-4.6%
18,1180.0%0.02%
+5.0%
Q2 2022$433,000
-4.8%
18,1180.0%0.02%
+11.1%
Q1 2022$455,000
-5.8%
18,1180.0%0.02%
-5.3%
Q4 2021$483,000
+0.6%
18,1180.0%0.02%
-5.0%
Q3 2021$480,000
-0.2%
18,1180.0%0.02%0.0%
Q2 2021$481,000
+1.3%
18,1180.0%0.02%
-4.8%
Q1 2021$475,000
-3.8%
18,1180.0%0.02%
-8.7%
Q4 2020$494,000
-2.4%
18,1180.0%0.02%
-14.8%
Q3 2020$506,000
-0.2%
18,1180.0%0.03%
-6.9%
Q2 2020$507,0000.0%18,1180.0%0.03%
-19.4%
Q1 2020$507,000
+7.9%
18,1180.0%0.04%
+44.0%
Q4 2019$470,000
-1.5%
18,1180.0%0.02%
-7.4%
Q3 2019$477,000
+1.9%
18,1180.0%0.03%0.0%
Q2 2019$468,00018,1180.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders