Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$5,934
+4.7%
140,089
+1.4%
0.10%
-5.9%
Q3 2023$5,669
-4.8%
138,161
-3.8%
0.10%
-1.0%
Q2 2023$5,952
-4.7%
143,587
-4.2%
0.10%
-14.9%
Q1 2023$6,248
-25.5%
149,916
-26.9%
0.12%
-28.4%
Q4 2022$8,384
-99.9%
205,033
-29.3%
0.17%
-32.1%
Q3 2022$11,580,000
-1.4%
289,931
+0.1%
0.25%
+4.6%
Q2 2022$11,748,000
-12.3%
289,719
-4.9%
0.24%
+1.7%
Q1 2022$13,397,000
+2.3%
304,764
+5.4%
0.23%
+5.4%
Q4 2021$13,099,000
+23.2%
289,151
+24.2%
0.22%
+9.4%
Q3 2021$10,636,000
+3.6%
232,726
+4.4%
0.20%
+3.6%
Q2 2021$10,267,000
-1.4%
222,894
-1.9%
0.20%
-6.2%
Q1 2021$10,413,000
+22.3%
227,306
+21.3%
0.21%
+14.8%
Q4 2020$8,514,000
+851300.0%
187,377
+1102117.6%
0.18%
Q1 2018$1,000170.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Wright Fund Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders