West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 344 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 489.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
West Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$783,095
+1.7%
22,028
-1.2%
0.36%
-5.2%
Q4 2022$769,719
-22.2%
22,291
-24.3%
0.38%
-23.6%
Q3 2022$989,000
-24.4%
29,433
-22.2%
0.50%
-17.5%
Q2 2022$1,309,000
+38.8%
37,823
+55.7%
0.61%
+61.9%
Q1 2022$943,00024,2860.38%
Other shareholders
ISHARES TR shareholders Q2 2022
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