Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,245,981
+161.8%
30,472
+190.0%
0.08%
+170.0%
Q4 2021$476,000
-70.5%
10,507
-70.4%
0.03%
-80.4%
Q4 2020$1,613,000
-61.6%
35,489
-62.9%
0.15%
-52.2%
Q3 2020$4,202,000
+89.0%
95,604
+84.4%
0.32%
+6.7%
Q2 2020$2,223,000
+84.5%
51,832
+75.8%
0.30%
+55.4%
Q1 2020$1,205,000
-21.5%
29,486
-10.8%
0.19%
-11.5%
Q4 2019$1,535,000
-0.2%
33,066
-0.1%
0.22%
-13.8%
Q3 2019$1,538,000
+5.3%
33,093
+5.9%
0.25%
-26.7%
Q2 2019$1,460,000
+2.4%
31,255
+2.4%
0.34%
+8.8%
Q1 2019$1,426,000
+35.8%
30,521
+29.5%
0.32%
-13.6%
Q4 2018$1,050,000
-6.9%
23,577
-1.6%
0.37%
+4.0%
Q3 2018$1,128,000
+12.8%
23,963
+11.7%
0.35%
+11.7%
Q2 2018$1,000,000
+5.0%
21,449
+5.4%
0.32%
-0.9%
Q1 2018$952,000
-8.5%
20,356
-7.8%
0.32%
+14.7%
Q4 2017$1,040,000
+2.7%
22,074
+4.3%
0.28%
-28.0%
Q3 2017$1,013,00021,1730.39%
Other shareholders
ISHARES TR shareholders Q1 2022
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