Colonial Trust Advisors - 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
Colonial Trust Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$113,858
-1.0%
2,7750.0%0.01%0.0%
Q2 2023$115,024
-4.0%
2,775
-3.5%
0.01%
-7.1%
Q1 2023$119,830
-4.7%
2,875
-6.5%
0.01%
-6.7%
Q4 2022$125,737
+2.2%
3,0750.0%0.02%
-11.8%
Q3 2022$123,000
-55.1%
3,075
-46.3%
0.02%
-72.6%
Q2 2017$274,0005,7250.06%
Other shareholders
ISHARES TR shareholders Q4 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