ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 251 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $899,907 | +16.6% | 26,061 | +13.5% | 0.08% | -7.4% |
| Q3 2022 | $772,000 | -38.6% | 22,969 | -36.7% | 0.08% | -28.9% |
| Q2 2022 | $1,257,000 | +27.2% | 36,313 | +42.8% | 0.11% | +42.5% |
| Q1 2022 | $988,000 | -82.6% | 25,428 | -81.5% | 0.08% | -80.4% |
| Q4 2021 | $5,674,000 | +41.4% | 137,755 | +42.5% | 0.41% | +19.0% |
| Q3 2021 | $4,012,000 | +9.8% | 96,685 | +10.4% | 0.34% | +6.2% |
| Q2 2021 | $3,654,000 | +17.4% | 87,590 | +15.9% | 0.32% | -2.1% |
| Q1 2021 | $3,113,000 | +35.7% | 75,578 | +35.9% | 0.33% | +4.4% |
| Q4 2020 | $2,294,000 | – | 55,608 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ERTS Wealth Advisors, LLC | 849,710 | $35,059,000 | 11.38% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 5,036,324 | $207,799,000 | 10.94% |
| WBI INVESTMENTS, LLC | 1,749,118 | $72,169,000 | 10.92% |
| Copperleaf Capital, LLC | 94,108 | $3,883,000 | 3.32% |
| ALLSTATE CORP | 2,555,000 | $105,420,000 | 3.27% |
| Morningstar Investment Management LLC | 682,303 | $28,152,000 | 3.16% |
| Cavalier Investments, LLC | 160,000 | $6,602,000 | 3.02% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8,388,487 | $346,109,000 | 2.63% |
| Donoghue Forlines LLC | 317,827 | $13,114,000 | 2.53% |
| Alaska Permanent Fund Corp | 3,360,410 | $138,651,000 | 2.51% |