JONES FINANCIAL COMPANIES LLLP - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 251 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
JONES FINANCIAL COMPANIES LLLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,377,679
+7.5%
68,501
+9.4%
0.00%0.0%
Q2 2023$2,211,157
-4.2%
62,639
-3.5%
0.00%0.0%
Q1 2023$2,308,265
+2.3%
64,930
-0.6%
0.00%0.0%
Q4 2022$2,255,341
+61.7%
65,320
+57.4%
0.00%
+33.3%
Q3 2022$1,395,000
+13.3%
41,511
+19.2%
0.00%
+50.0%
Q2 2022$1,231,000
+12.6%
34,812
+22.4%
0.00%0.0%
Q1 2022$1,093,000
+1.1%
28,436
+8.3%
0.00%0.0%
Q4 2021$1,081,000
+1.3%
26,263
+2.6%
0.00%0.0%
Q3 2021$1,067,000
+40.0%
25,607
+40.0%
0.00%
+100.0%
Q2 2021$762,000
+77.2%
18,294
+74.9%
0.00%0.0%
Q1 2021$430,000
+124.0%
10,457
+124.8%
0.00%
Q4 2020$192,000
+966.7%
4,651
+893.8%
0.00%
Q3 2020$18,0004680.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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