CABOT WEALTH MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,223
+17.9%
29,801
+19.1%
0.19%
+20.6%
Q2 2023$1,037
+3.0%
25,012
+3.5%
0.16%
-2.5%
Q1 2023$1,007
+6.3%
24,156
+4.3%
0.16%
-0.6%
Q4 2022$947
-99.9%
23,171
+5.5%
0.16%
+8.1%
Q3 2022$877,000
+1.0%
21,959
+2.6%
0.15%
+7.2%
Q2 2022$868,000
+5.2%
21,398
+14.1%
0.14%
+24.3%
Q1 2022$825,00018,7610.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
EXELON CORP 840,020$38,053,00027.78%
Donoghue Forlines LLC 1,050,971$47,609,0008.05%
Divergent Planning, LLC 210,559$9,526,0006.97%
Thrive Capital Management, LLC 220,289$9,979,0006.50%
Clearwater Capital Advisors, LLC 1,230,875$55,759,0006.15%
Sound Income Strategies, LLC 1,081,764$49,004,0005.77%
B, B, H, & B INC. 151,453$6,861,0005.72%
Kathmere Capital Management, LLC 695,809$31,520,0005.47%
IRONWOOD WEALTH MANAGEMENT, INC. 161,492$7,316,0005.12%
Regal Wealth Group, Inc. 193,269$8,755,0004.93%
View complete list of ISHARES TR shareholders