HERITAGE INVESTORS MANAGEMENT CORP - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

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 Q1 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders