Aveo Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 359 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$283,925
-98.8%
8,180
-98.7%
0.04%
-98.7%
Q2 2023$22,822,214
+565.5%
646,522
+570.2%
2.90%
+532.3%
Q1 2023$3,429,489
+596.1%
96,469
+576.2%
0.46%
+518.9%
Q4 2022$492,637
+97.8%
14,267
+92.3%
0.07%
+72.1%
Q3 2022$249,000
-93.5%
7,418
-92.5%
0.04%
-93.7%
Q1 2022$3,851,000
+1223.4%
99,094
+1301.6%
0.68%
+1205.8%
Q4 2021$291,000
+15.0%
7,070
+16.0%
0.05%
-1.9%
Q3 2021$253,000
+1.6%
6,095
-13.2%
0.05%
-56.2%
Q1 2020$249,0007,0240.12%
Other shareholders
ISHARES TR shareholders Q4 2021
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