Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 285 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$376,000
-6.7%
11,194
-3.9%
0.06%
-5.0%
Q2 2022$403,000
-9.8%
11,648
+1.2%
0.06%
+1.7%
Q1 2022$447,000
-6.9%
11,510
-1.2%
0.06%
-7.8%
Q4 2021$480,000
-2.2%
11,645
-1.8%
0.06%
-9.9%
Q3 2021$491,000
+2.3%
11,853
+2.8%
0.07%
+22.4%
Q2 2021$480,000
+13.5%
11,528
+12.0%
0.06%
-17.1%
Q1 2021$423,000
+69.2%
10,293
+171450.0%
0.07%
Q4 2019$250,00060.00%
Other shareholders
ISHARES TR shareholders Q1 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