Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 285 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,944
+0.1%
56
+1.8%
0.00%
Q2 2023$1,942
-85.1%
55
-85.0%
0.00%
Q1 2023$13,011
-84.9%
366
-85.3%
0.00%
-100.0%
Q4 2022$86,014
+473.4%
2,491
+472.6%
0.00%
Q3 2022$15,000
-6.2%
435
-5.4%
0.00%
Q2 2022$16,000
+33.3%
460
+64.3%
0.00%
Q2 2021$12,000
+200.0%
280
+177.2%
0.00%
Q1 2021$4,000
+33.3%
101
+48.5%
0.00%
Q4 2020$3,0000.0%680.0%0.00%
Q3 2020$3,000
+50.0%
68
+25.9%
0.00%
Q2 2020$2,0000.0%540.0%0.00%
Q1 2020$2,000540.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 475,657$16,790,69215.55%
TOEWS CORP /ADV 2,918,100$103,008,93015.54%
ERTS Wealth Advisors, LLC 1,477,759$52,164,89312.15%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,298,924$187,052,01910.33%
Koss-Olinger Consulting, LLC 1,791,645$63,245,0007.34%
Bricktown Capital, LLC 1,496,766$52,835,8396.69%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,628,1106.50%
HORIZON FINANCIAL SERVICES, LLC 225,729$7,968,2166.49%
Wavelength Capital Management, LLC 168,415$5,945,0506.43%
Kensington Asset Management, LLC 2,400,000$84,720,0005.59%
View complete list of ISHARES TR shareholders