Richard C. Young & CO., LTD. - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 338 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Richard C. Young & CO., LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$29,530,000
-11.9%
852,961
-1.1%
3.83%
-10.6%
Q1 2022$33,506,000
-6.9%
862,219
-1.3%
4.28%
-5.7%
Q4 2021$35,983,000
+0.9%
873,581
+1.7%
4.54%
-7.3%
Q3 2021$35,645,000
+0.6%
858,922
+1.1%
4.89%
+8.6%
Q2 2021$35,441,000
+0.7%
849,501
+2.3%
4.50%
-3.7%
Q1 2021$35,209,000830,3154.68%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ERTS Wealth Advisors, LLC 849,710$35,059,00011.38%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,036,324$207,799,00010.94%
WBI INVESTMENTS, LLC 1,749,118$72,169,00010.92%
Copperleaf Capital, LLC 94,108$3,883,0003.32%
ALLSTATE CORP 2,555,000$105,420,0003.27%
Morningstar Investment Management LLC 682,303$28,152,0003.16%
Cavalier Investments, LLC 160,000$6,602,0003.02%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 8,388,487$346,109,0002.63%
Donoghue Forlines LLC 317,827$13,114,0002.53%
Alaska Permanent Fund Corp 3,360,410$138,651,0002.51%
View complete list of ISHARES TR shareholders