IFP Advisors, Inc - 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
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$48,435
-45.1%
1,395
-33.7%
0.00%0.0%
Q2 2023$88,174
+74.2%
2,104
+101.7%
0.00%0.0%
Q1 2023$50,609
+3546.2%
1,043
-96.3%
0.00%
-94.6%
Q4 2022$1,388
-99.8%
28,497
+145.2%
0.04%
+146.7%
Q3 2022$569,000
-24.0%
11,622
-24.9%
0.02%
-37.5%
Q2 2022$749,000
-47.1%
15,471
-46.9%
0.02%
+33.3%
Q1 2022$1,417,000
+243.1%
29,156
+187.5%
0.02%
+125.0%
Q4 2021$413,000
+8.7%
10,140
+9.7%
0.01%0.0%
Q3 2021$380,000
+900.0%
9,243
+865.8%
0.01%
+700.0%
Q2 2021$38,000
+660.0%
957
+542.3%
0.00%
Q1 2021$5,000
-54.5%
149
-48.6%
0.00%
Q4 2020$11,000
-57.7%
290
-55.5%
0.00%
-100.0%
Q3 2020$26,000
-58.1%
651
-61.2%
0.00%
-60.0%
Q2 2020$62,000
+10.7%
1,678
+2.3%
0.01%
-16.7%
Q1 2020$56,000
+1020.0%
1,640
+1233.3%
0.01%
Q4 2019$5,000
-94.8%
123
-94.8%
0.00%
-100.0%
Q3 2019$97,0002,3850.01%
Other shareholders
ISHARES TR shareholders Q2 2022
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