Sowell Financial Services 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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$447,000
-76.1%
10,888
-75.9%
0.03%
-73.1%
Q2 2023$1,869,000
+639968.5%
45,086
+543.5%
0.10%
+352.2%
Q1 2023$292
-83.6%
7,006
-83.9%
0.02%
-80.0%
Q4 2022$1,779
-99.9%
43,511
-34.2%
0.12%
-33.1%
Q4 2021$2,996,000
-26.0%
66,146
-24.7%
0.17%
-35.8%
Q2 2021$4,048,000
+175.2%
87,889
+173.5%
0.27%
+425.5%
Q1 2021$1,471,000
-6.7%
32,131
-7.4%
0.05%
-23.9%
Q4 2020$1,577,000
+18.8%
34,705
+14.9%
0.07%
+1.5%
Q3 2020$1,327,000
-29.5%
30,205
-31.1%
0.07%
-35.9%
Q2 2020$1,881,000
+123.1%
43,853
+112.7%
0.10%
+66.1%
Q1 2020$843,000
+2379.4%
20,619
+2751.9%
0.06%
+1966.7%
Q4 2019$34,000
-52.1%
723
-52.9%
0.00%
-50.0%
Q3 2019$71,0001,5340.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
EXELON CORP 840,020$38,053,00027.78%
Donoghue Forlines LLC 1,050,971$47,609,0008.05%
Divergent Planning, LLC 210,559$9,526,0006.97%
Thrive Capital Management, LLC 220,289$9,979,0006.50%
Clearwater Capital Advisors, LLC 1,230,875$55,759,0006.15%
Sound Income Strategies, LLC 1,081,764$49,004,0005.77%
B, B, H, & B INC. 151,453$6,861,0005.72%
Kathmere Capital Management, LLC 695,809$31,520,0005.47%
IRONWOOD WEALTH MANAGEMENT, INC. 161,492$7,316,0005.12%
Regal Wealth Group, Inc. 193,269$8,755,0004.93%
View complete list of ISHARES TR shareholders