Latitude Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 346 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Latitude Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$642,000
+36.0%
16,531
+44.3%
0.14%
+9.8%
Q4 2021$472,000
-0.8%
11,458
-0.1%
0.13%
-12.6%
Q3 2021$476,000
+111.6%
11,467
+112.6%
0.15%
-9.6%
Q2 2021$225,000
+4.7%
5,394
+3.5%
0.17%
-5.1%
Q1 2021$215,000
-0.5%
5,213
-0.3%
0.18%
-7.9%
Q4 2020$216,0005,2290.19%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 861,936$29,917,79924.90%
ERTS Wealth Advisors, LLC 1,532,996$53,210,27512.81%
Bricktown Capital, LLC 1,681,766$58,374,09811.58%
Koss-Olinger Consulting, LLC 1,794,302$62,280,0009.19%
HORIZON FINANCIAL SERVICES, LLC 236,344$8,203,4906.59%
Wavelength Capital Management, LLC 162,915$5,654,7806.58%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,166,3376.55%
Prestige Wealth Management Group LLC 688,306$23,891,1025.89%
FORTE ASSET MANAGEMENT LLC 234,050$8,123,8645.46%
Ocean Park Asset Management, LLC 3,278,017$113,779,9705.07%
View complete list of ISHARES TR shareholders