Blue Chip Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Blue Chip Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$5,831,501
+4.7%
140,688
+5.3%
0.66%
+0.3%
Q1 2023$5,569,502
+18.9%
133,625
+16.6%
0.66%
+13.4%
Q4 2022$4,684,770
-5.1%
114,570
-7.3%
0.58%
-13.9%
Q3 2022$4,939,000
+12.3%
123,654
+14.0%
0.68%
+20.7%
Q2 2022$4,399,000108,4730.56%
Other shareholders
ISHARES TR shareholders Q2 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