ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 197 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,000 | -76.3% | 18,389 | -71.8% | 0.04% | -74.0% |
| Q4 2021 | $2,688,000 | +3.4% | 65,270 | +4.2% | 0.15% | -12.5% |
| Q3 2021 | $2,599,000 | +0.2% | 62,616 | +0.7% | 0.18% | +2.3% |
| Q2 2021 | $2,595,000 | +5.0% | 62,204 | +3.8% | 0.17% | +100.0% |
| Q1 2021 | $2,472,000 | +26.6% | 59,925 | +26.6% | 0.09% | +3.6% |
| Q4 2020 | $1,953,000 | +4.6% | 47,340 | +0.0% | 0.08% | -10.8% |
| Q3 2020 | $1,868,000 | -23.2% | 47,336 | -25.6% | 0.09% | -30.6% |
| Q2 2020 | $2,433,000 | +1449.7% | 63,664 | +1336.1% | 0.13% | +1016.7% |
| Q1 2020 | $157,000 | +103.9% | 4,433 | +136.2% | 0.01% | +100.0% |
| Q4 2019 | $77,000 | – | 1,877 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ERTS Wealth Advisors, LLC | 849,710 | $35,059,000 | 11.38% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 5,036,324 | $207,799,000 | 10.94% |
| WBI INVESTMENTS, LLC | 1,749,118 | $72,169,000 | 10.92% |
| Copperleaf Capital, LLC | 94,108 | $3,883,000 | 3.32% |
| ALLSTATE CORP | 2,555,000 | $105,420,000 | 3.27% |
| Morningstar Investment Management LLC | 682,303 | $28,152,000 | 3.16% |
| Cavalier Investments, LLC | 160,000 | $6,602,000 | 3.02% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8,388,487 | $346,109,000 | 2.63% |
| Donoghue Forlines LLC | 317,827 | $13,114,000 | 2.53% |
| Alaska Permanent Fund Corp | 3,360,410 | $138,651,000 | 2.51% |