SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 376 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.6%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$724
+0.4%
20,843
+1.9%
0.02%0.0%
Q2 2023$721
+1.3%
20,447
+2.1%
0.02%
-4.0%
Q1 2023$712
-47.5%
20,020
-49.0%
0.02%
-49.0%
Q4 2022$1,356
-99.9%
39,280
-17.3%
0.05%
-34.7%
Q3 2022$1,597,000
+0.8%
47,487
+3.8%
0.08%
-6.2%
Q2 2022$1,584,00045,7620.08%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PPM AMERICA INC/IL 345,747$12,291,30659.44%
ERTS Wealth Advisors, LLC 1,437,366$51,098,36312.38%
TOEWS CORP /ADV 1,681,800$59,787,99010.94%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,243,124$115,293,0588.66%
Counterpoint Mutual Funds LLC 256,807$9,129,4898.00%
Koss-Olinger Consulting, LLC 1,805,249$64,177,0008.00%
Ocean Park Asset Management, LLC 2,092,400$74,384,8206.96%
HORIZON FINANCIAL SERVICES, LLC 220,589$7,841,9216.72%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,823,7766.21%
Sage Advisory Services, Ltd.Co. 612,900$21,789,0006.18%
View complete list of ISHARES TR shareholders