PFS INVESTMENTS INC. - 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
PFS INVESTMENTS INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$30,502
-20.9%
864,077
-21.2%
0.50%
-25.6%
Q1 2023$38,576
+4.1%
1,097,144
+2.3%
0.67%
-3.3%
Q4 2022$37,040
-99.9%
1,072,704
+6.9%
0.69%
+12.9%
Q3 2022$33,742,000
+41.7%
1,003,639
+45.9%
0.61%
+28.2%
Q2 2022$23,818,000687,9960.48%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PPM AMERICA INC/IL 345,747$12,291,30659.44%
ERTS Wealth Advisors, LLC 1,437,366$51,098,36312.38%
TOEWS CORP /ADV 1,681,800$59,787,99010.94%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,243,124$115,293,0588.66%
Counterpoint Mutual Funds LLC 256,807$9,129,4898.00%
Koss-Olinger Consulting, LLC 1,805,249$64,177,0008.00%
Ocean Park Asset Management, LLC 2,092,400$74,384,8206.96%
HORIZON FINANCIAL SERVICES, LLC 220,589$7,841,9216.72%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,823,7766.21%
Sage Advisory Services, Ltd.Co. 612,900$21,789,0006.18%
View complete list of ISHARES TR shareholders