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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133 | +15.7% | 3,822 | +18.3% | 0.01% | +33.3% |
| Q1 2023 | $115 | -100.0% | 3,230 | -90.1% | 0.01% | -92.1% |
| Q3 2021 | $1,360,000 | -5.6% | 32,765 | -5.1% | 0.11% | -5.8% |
| Q2 2021 | $1,440,000 | +62.5% | 34,526 | +60.6% | 0.12% | +39.1% |
| Q1 2021 | $886,000 | +79.4% | 21,501 | +79.6% | 0.09% | +67.3% |
| Q4 2020 | $494,000 | +31.0% | 11,970 | +25.4% | 0.05% | 0.0% |
| Q3 2020 | $377,000 | +24.8% | 9,545 | +20.6% | 0.05% | +15.6% |
| Q2 2020 | $302,000 | +92.4% | 7,914 | +79.5% | 0.04% | +45.2% |
| Q1 2020 | $157,000 | -12.8% | 4,409 | +0.9% | 0.03% | +24.0% |
| Q4 2019 | $180,000 | +1.1% | 4,369 | +0.5% | 0.02% | -10.7% |
| Q2 2019 | $178,000 | – | 4,349 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ERTS Wealth Advisors, LLC | 849,710 | $35,059,000 | 11.38% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 5,036,324 | $207,799,000 | 10.94% |
| WBI INVESTMENTS, LLC | 1,749,118 | $72,169,000 | 10.92% |
| Copperleaf Capital, LLC | 94,108 | $3,883,000 | 3.32% |
| ALLSTATE CORP | 2,555,000 | $105,420,000 | 3.27% |
| Morningstar Investment Management LLC | 682,303 | $28,152,000 | 3.16% |
| Cavalier Investments, LLC | 160,000 | $6,602,000 | 3.02% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8,388,487 | $346,109,000 | 2.63% |
| Donoghue Forlines LLC | 317,827 | $13,114,000 | 2.53% |
| Alaska Permanent Fund Corp | 3,360,410 | $138,651,000 | 2.51% |