WestEnd 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
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$3,000
-100.0%
104
-43.2%
0.00%
Q2 2022$6,335,000
+6.6%
183
+19.6%
0.00%
Q1 2022$5,945,000
-5.7%
1530.0%0.00%
Q4 2021$6,302,000
+2.6%
153
+3.4%
0.00%
Q3 2021$6,142,000
-0.5%
1480.0%0.00%
Q2 2021$6,174,0001480.00%
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