David Kennon Inc - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
David Kennon Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,021,043
-1.4%
173,438
+0.2%
2.89%
+1.4%
Q2 2023$6,109,107
+1.4%
173,063
+2.2%
2.84%
-3.2%
Q1 2023$6,022,772169,4172.94%
Other shareholders
ISHARES TR shareholders Q4 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