Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$233,000
-14.0%
5,141
-13.2%
0.00%
-20.0%
Q3 2021$271,000
+25.5%
5,925
+26.2%
0.01%
+25.0%
Q2 2021$216,000
+1.4%
4,694
+1.0%
0.00%0.0%
Q1 2021$213,000
+0.9%
4,646
-0.0%
0.00%0.0%
Q4 2020$211,000
+3.4%
4,6480.0%0.00%
-20.0%
Q3 2020$204,0004,6480.01%
Other shareholders
ISHARES TR shareholders Q4 2021
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