SWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 399 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 46.74 and the average weighting 0.6%.

Quarter-by-quarter ownership
SWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$226,944
-46.1%
6,429
-36.3%
0.12%
-52.0%
Q2 2021$421,000
-31.3%
10,089
-32.2%
0.25%
-40.8%
Q1 2021$613,000
-4.2%
14,890
-4.4%
0.42%
-10.5%
Q4 2020$640,00015,5740.47%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 2,384,939$99,500,00084.74%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,898,225$287,795,00012.88%
ERTS Wealth Advisors, LLC 746,338$31,137,0008.42%
WBI INVESTMENTS, LLC 1,305,010$54,445,0008.36%
HORIZON FINANCIAL SERVICES, LLC 181,689$7,580,0005.50%
HOHIMER WEALTH MANAGEMENT, LLC 546,343$22,793,0004.66%
Richard C. Young & CO., LTD. 849,501$35,441,0004.50%
Advisory Alpha, LLC 1,303,738$54,392,0004.46%
Alaska Permanent Fund Corp 5,810,410$242,410,0004.43%
Morningstar Investment Management LLC 888,452$37,066,0004.20%
View complete list of ISHARES TR shareholders