Merit Financial Group, LLC - 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
Merit Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,494,130
+349.3%
71,856
+356.9%
0.08%
+355.6%
Q2 2023$555,131
+36.7%
15,726
+37.7%
0.02%
+20.0%
Q1 2023$405,959
+20.7%
11,419
+17.2%
0.02%
+25.0%
Q4 2022$336,414
+66.5%
9,743
+66.7%
0.01%
+100.0%
Q2 2022$202,0005,8460.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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