DEFINED WEALTH MANAGEMENT, 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
DEFINED WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,628,142
+68.6%
46,907
+71.5%
1.39%
+70.4%
Q2 2023$965,632
+24.3%
27,355
+25.2%
0.82%
+12.4%
Q1 2023$777,01621,8570.72%
Other shareholders
ISHARES TR shareholders Q3 2023
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