Strategic Advocates LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 442 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Advocates LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$928,804
+0.6%
25,601
+1.5%
0.37%
+3.7%
Q1 2024$923,019
+4.8%
25,226
+4.1%
0.36%
-5.1%
Q4 2023$881,160
+30.6%
24,241
+24.7%
0.37%
+17.6%
Q3 2023$674,93619,4450.32%
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$37,0664.15%
View complete list of ISHARES TR shareholders