MISSION WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,526,581
-5.9%
43,981
-4.3%
0.06%
-6.6%
Q2 2023$1,622,091
-5.8%
45,952
-5.2%
0.06%
-15.3%
Q1 2023$1,722,517
-0.1%
48,453
-2.9%
0.07%
-12.2%
Q4 2022$1,723,56549,9150.08%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 475,657$16,790,69215.55%
TOEWS CORP /ADV 2,918,100$103,008,93015.54%
ERTS Wealth Advisors, LLC 1,477,759$52,164,89312.15%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,298,924$187,052,01910.33%
Koss-Olinger Consulting, LLC 1,791,645$63,245,0007.34%
Bricktown Capital, LLC 1,496,766$52,835,8396.69%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,628,1106.50%
HORIZON FINANCIAL SERVICES, LLC 225,729$7,968,2166.49%
Wavelength Capital Management, LLC 168,415$5,945,0506.43%
Kensington Asset Management, LLC 2,400,000$84,720,0005.59%
View complete list of ISHARES TR shareholders