MERITAGE PORTFOLIO MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 359 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$203
-99.9%
5,716
-24.9%
0.02%
-16.7%
Q1 2022$296,000
-5.1%
7,608
+0.6%
0.02%0.0%
Q4 2021$312,000
-25.2%
7,563
-24.7%
0.02%
-28.0%
Q3 2021$417,000
+15.2%
10,045
+15.6%
0.02%
+13.6%
Q2 2021$362,000
+5.5%
8,688
+4.4%
0.02%
-4.3%
Q1 2021$343,0000.0%8,3200.0%0.02%
-8.0%
Q4 2020$343,000
+34.0%
8,320
+28.4%
0.02%
+8.7%
Q3 2020$256,0006,4800.02%
Other shareholders
ISHARES TR shareholders Q4 2021
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