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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $297,000 | -11.9% | 7,641 | -6.5% | 0.10% | -11.8% |
| Q4 2021 | $337,000 | -0.9% | 8,175 | -0.2% | 0.11% | +10.0% |
| Q3 2021 | $340,000 | -8.6% | 8,188 | -8.2% | 0.10% | -9.1% |
| Q2 2021 | $372,000 | +8.8% | 8,915 | +7.5% | 0.11% | -6.0% |
| Q1 2021 | $342,000 | +35.2% | 8,294 | +35.0% | 0.12% | +28.6% |
| Q4 2020 | $253,000 | +15.5% | 6,142 | +10.9% | 0.09% | +1.1% |
| Q3 2020 | $219,000 | -5.2% | 5,537 | -8.5% | 0.09% | -28.6% |
| Q2 2020 | $231,000 | +11.1% | 6,049 | +3.2% | 0.13% | -12.5% |
| Q1 2020 | $208,000 | -21.2% | 5,862 | -8.7% | 0.14% | +10.8% |
| Q4 2019 | $264,000 | +3.1% | 6,424 | +2.9% | 0.13% | -14.5% |
| Q3 2019 | $256,000 | – | 6,240 | – | 0.15% | – |
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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% |