Family Asset 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
Family Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$963,550
-9.6%
27,760
-8.1%
0.71%
-1.2%
Q2 2023$1,066,060
+4.5%
30,200
+5.2%
0.72%
-3.5%
Q1 2023$1,020,285
-27.7%
28,700
-29.8%
0.75%
-36.3%
Q4 2022$1,411,51740,8781.17%
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