PERSONAL CFO SOLUTIONS, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 162 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$357,000
+0.6%
8,667
+1.4%
0.07%
-8.2%
Q3 2021$355,000
-4.1%
8,545
-3.6%
0.07%
-3.9%
Q2 2021$370,000
+12.5%
8,868
+10.9%
0.08%
+7.0%
Q1 2021$329,0000.0%7,993
+0.3%
0.07%
-12.3%
Q4 2020$329,0007,970
+5.7%
0.08%
Q3 2020$0
-100.0%
7,537
-70.9%
0.00%
-100.0%
Q1 2020$918,00025,8730.33%
Other shareholders
ISHARES TR shareholders Q1 2020
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