Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 376 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.6%.

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 Q4 2022
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