WHITTIER TRUST CO - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 484 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WHITTIER TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$108,791
+26.3%
2,578
+27.3%
0.00%
+100.0%
Q1 2024$86,143
-70.5%
2,025
-70.7%
0.00%
-80.0%
Q4 2023$292,033
+95.1%
6,917
+89.5%
0.01%
+66.7%
Q3 2023$149,722
-1.0%
3,6500.0%0.00%0.0%
Q2 2023$151,292
-0.6%
3,6500.0%0.00%0.0%
Q1 2023$152,131
-17.3%
3,650
-18.9%
0.00%
-25.0%
Q4 2022$183,917
+2.2%
4,4990.0%0.00%0.0%
Q3 2022$180,000
-2.2%
4,499
-0.8%
0.00%0.0%
Q2 2022$184,000
-97.2%
4,534
-97.0%
0.00%
-96.4%
Q1 2022$6,659,000
-5.0%
151,499
-2.1%
0.11%
-1.8%
Q4 2021$7,011,000
+6.6%
154,809
+7.5%
0.11%
-5.0%
Q3 2021$6,579,000
-7.2%
143,975
-6.5%
0.12%
-4.8%
Q2 2021$7,092,000
+0.2%
153,975
-0.3%
0.13%
-8.0%
Q1 2021$7,076,000
-1.9%
154,475
-2.7%
0.14%
-11.0%
Q4 2020$7,216,000
+2.9%
158,825
-0.5%
0.15%
-7.8%
Q3 2020$7,015,000
+40.4%
159,600
+36.9%
0.17%
+20.1%
Q2 2020$4,998,000116,5500.14%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders