Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 359 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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 2021
NameSharesValueWeighting ↓
PPM AMERICA INC/IL 345,747$12,291,30659.44%
ERTS Wealth Advisors, LLC 1,437,366$51,098,36312.38%
TOEWS CORP /ADV 1,681,800$59,787,99010.94%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,243,124$115,293,0588.66%
Counterpoint Mutual Funds LLC 256,807$9,129,4898.00%
Koss-Olinger Consulting, LLC 1,805,249$64,177,0008.00%
Ocean Park Asset Management, LLC 2,092,400$74,384,8206.96%
HORIZON FINANCIAL SERVICES, LLC 220,589$7,841,9216.72%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,823,7766.21%
Sage Advisory Services, Ltd.Co. 612,900$21,789,0006.18%
View complete list of ISHARES TR shareholders