Tyler-Stone Wealth Management - 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
Tyler-Stone Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$550.0%1,587
+1.5%
0.03%0.0%
Q2 2023$55
+3.8%
1,564
+2.6%
0.03%
-13.9%
Q4 2022$53
-99.9%
1,525
+1.8%
0.04%
-5.3%
Q3 2022$50,000
+4.2%
1,498
+8.6%
0.04%
+18.8%
Q2 2022$48,000
-9.4%
1,380
+1.2%
0.03%
+10.3%
Q1 2022$53,000
-5.4%
1,363
+0.8%
0.03%
-3.3%
Q4 2021$56,0001,3520.03%
Other shareholders
ISHARES TR shareholders Q3 2023
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