AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 399 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 46.74 and the average weighting 0.6%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$559,286
+26.4%
16,113
+28.6%
0.01%
+20.0%
Q2 2023$442,400
+20.5%
12,533
+21.4%
0.01%
+25.0%
Q1 2023$367,032
+12.2%
10,324
+8.9%
0.00%0.0%
Q4 2022$327,207
+36.9%
9,476
+33.3%
0.00%0.0%
Q3 2022$239,000
-1.2%
7,110
+1.7%
0.00%0.0%
Q2 2022$242,000
-15.1%
6,993
-3.2%
0.00%0.0%
Q1 2022$285,000
-2.1%
7,224
+2.2%
0.00%0.0%
Q4 2021$291,0007,0690.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PPM AMERICA INC/IL 337,747$11,662,40446.46%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,362,421$185,164,39712.30%
ERTS Wealth Advisors, LLC 1,069,944$36,945,1579.58%
Cavalier Investments, LLC 590,653$20,395,2497.32%
HORIZON FINANCIAL SERVICES, LLC 234,907$8,111,3397.01%
Wavelength Capital Management, LLC 162,315$5,604,7376.64%
Sage Advisory Services, Ltd.Co. 619,594$21,395,0006.26%
Japan Science & Technology Agency 11,130,157$384,324,3215.77%
Bricktown Capital, LLC 1,388,766$47,954,0905.55%
REBALANCE, LLC 1,314,065$45,374,6584.71%
View complete list of ISHARES TR shareholders