Smith Salley Wealth Management - 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
Smith Salley Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,610,000
+3.1%
40,305
+4.7%
0.15%
+11.1%
Q2 2022$1,561,000
-11.1%
38,489
-3.7%
0.14%
+1.5%
Q1 2022$1,756,000
+10.4%
39,950
+13.8%
0.13%
+17.7%
Q4 2021$1,590,000
+16.0%
35,114
+17.0%
0.11%
+4.6%
Q3 2021$1,371,000
-23.8%
30,000
-23.2%
0.11%
-26.0%
Q2 2021$1,799,000
+282.0%
39,059
+280.2%
0.15%
+247.6%
Q1 2021$471,00010,2720.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 489,395$20,011,00013.24%
KilterHowling LLC 287,862$11,770,66212.45%
RETIREMENT FINANCIAL SOLUTIONS, LLC 307,897$12,589,91110.70%
DELPHI FINANCIAL GROUP, INC. 308,350$12,611,5156.35%
Thrive Capital Management, LLC 208,461$8,523,9785.57%
F3Logic, LLC 645,888$26,410,4025.55%
Gallagher Benefit Services, Inc. 645,888$26,410,4025.55%
Sound Income Strategies, LLC 1,035,667$42,348,4185.40%
FinDec Wealth Services, Inc. 156,358$6,393,4795.28%
FINANCIAL ADVISORY PARTNERS, LLC 311,634$12,742,7145.25%
View complete list of ISHARES TR shareholders