DAVIDSON INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
DAVIDSON INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$213,550
-0.6%
5,1520.0%0.01%
-7.1%
Q1 2023$214,735
-16.8%
5,152
-18.9%
0.01%
-36.4%
Q2 2022$258,000
-16.8%
6,353
-10.0%
0.02%0.0%
Q1 2022$310,000
-4.0%
7,056
-0.9%
0.02%
-4.3%
Q4 2021$323,000
+32.4%
7,123
+33.2%
0.02%
+21.1%
Q3 2021$244,000
-16.2%
5,348
-15.3%
0.02%
-17.4%
Q2 2021$291,000
-9.3%
6,312
-9.9%
0.02%
-14.8%
Q1 2021$321,000
-0.6%
7,002
-1.5%
0.03%
-10.0%
Q4 2020$323,000
+2.5%
7,111
-0.8%
0.03%
-11.8%
Q3 2020$315,000
+10.9%
7,166
+8.3%
0.03%
+9.7%
Q2 2020$284,000
+381.4%
6,619
+432.9%
0.03%
+287.5%
Q2 2017$59,000
+73.5%
1,242
+70.8%
0.01%
+100.0%
Q1 2017$34,000
+100.0%
727
+100.8%
0.00%
+100.0%
Q4 2016$17,0003620.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders