ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 131 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,446,634 | +1.7% | 41,678 | +3.5% | 0.09% | +9.4% |
| Q2 2023 | $1,422,040 | +15.4% | 40,284 | +16.2% | 0.08% | +4.9% |
| Q1 2023 | $1,231,994 | +25.5% | 34,655 | +21.9% | 0.08% | +11.0% |
| Q4 2022 | $981,692 | +383.6% | 28,430 | +401.3% | 0.07% | +204.2% |
| Q1 2020 | $203,000 | -10.6% | 5,671 | +2.2% | 0.02% | +166.7% |
| Q4 2019 | $227,000 | – | 5,550 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,692,743 | $275,674,000 | 13.01% |
| WBI INVESTMENTS, LLC | 1,594,883 | $65,693,000 | 10.32% |
| ERTS Wealth Advisors, LLC | 610,805 | $25,159,000 | 7.45% |
| Richard C. Young & CO., LTD. | 830,315 | $35,209,000 | 4.68% |
| Alaska Permanent Fund Corp | 5,110,410 | $210,498,000 | 3.81% |
| ALLSTATE CORP | 2,555,000 | $105,241,000 | 3.30% |
| HOHIMER WEALTH MANAGEMENT, LLC | 317,565 | $13,081,000 | 3.19% |
| Morningstar Investment Management LLC | 699,372 | $28,807,000 | 2.89% |
| Copperleaf Capital, LLC | 65,626 | $2,703,000 | 2.88% |
| HERITAGE WEALTH MANAGEMENT, LLC | 124,119 | $5,112,000 | 2.88% |