Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 346 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
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$77,0001,8770.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 861,936$29,917,79924.90%
ERTS Wealth Advisors, LLC 1,532,996$53,210,27512.81%
Bricktown Capital, LLC 1,681,766$58,374,09811.58%
Koss-Olinger Consulting, LLC 1,794,302$62,280,0009.19%
HORIZON FINANCIAL SERVICES, LLC 236,344$8,203,4906.59%
Wavelength Capital Management, LLC 162,915$5,654,7806.58%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,166,3376.55%
Prestige Wealth Management Group LLC 688,306$23,891,1025.89%
FORTE ASSET MANAGEMENT LLC 234,050$8,123,8645.46%
Ocean Park Asset Management, LLC 3,278,017$113,779,9705.07%
View complete list of ISHARES TR shareholders