WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 344 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 489.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$130,539
-0.4%
3,698
+0.3%
0.02%
+20.0%
Q1 2023$131,073
-72.2%
3,687
-71.0%
0.02%
-54.5%
Q1 2022$471,000
-19.3%
12,714
-12.8%
0.03%
-13.2%
Q4 2021$584,000
-12.2%
14,584
-9.8%
0.04%
-13.6%
Q3 2021$665,000
+43.9%
16,164
+44.4%
0.04%
+33.3%
Q2 2021$462,00011,1930.03%
Other shareholders
ISHARES TR shareholders Q2 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