Financial Advocates Investment Management - ISHARES TR ownership

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
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$212,000
-44.2%
6,110
-37.5%
0.02%
-32.0%
Q1 2022$380,000
-76.5%
9,780
-75.1%
0.02%
-75.5%
Q4 2021$1,617,000
+30.0%
39,262
+30.9%
0.10%
+21.4%
Q3 2021$1,244,000
+30.3%
29,985
+31.0%
0.08%
+31.2%
Q2 2021$955,000
+10.8%
22,881
+9.3%
0.06%
+4.9%
Q1 2021$862,000
+8.4%
20,928
+8.6%
0.06%
+13.0%
Q4 2020$795,000
+53.5%
19,277
+47.0%
0.05%
+22.7%
Q3 2020$518,000
+8.8%
13,114
+7.6%
0.04%
-2.2%
Q2 2020$476,000
+58.1%
12,191
+43.9%
0.04%
+4.7%
Q1 2020$301,000
+36.2%
8,473
+57.5%
0.04%
+79.2%
Q4 2019$221,0005,3790.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ERTS Wealth Advisors, LLC 849,710$35,059,00011.38%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,036,324$207,799,00010.94%
WBI INVESTMENTS, LLC 1,749,118$72,169,00010.92%
Copperleaf Capital, LLC 94,108$3,883,0003.32%
ALLSTATE CORP 2,555,000$105,420,0003.27%
Morningstar Investment Management LLC 682,303$28,152,0003.16%
Cavalier Investments, LLC 160,000$6,602,0003.02%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 8,388,487$346,109,0002.63%
Donoghue Forlines LLC 317,827$13,114,0002.53%
Alaska Permanent Fund Corp 3,360,410$138,651,0002.51%
View complete list of ISHARES TR shareholders