IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$896,097
-64.1%
21,840
-61.8%
0.04%
-27.3%
Q2 2023$2,495,340
+57.0%
57,188
+64.8%
0.06%
-20.3%
Q1 2023$1,589,784
+64762.7%
34,695
-34.9%
0.07%
+6.2%
Q4 2022$2,451
-99.8%
53,331
+72.2%
0.06%
+75.7%
Q3 2022$1,414,000
-0.9%
30,972
-0.4%
0.04%
-17.8%
Q2 2022$1,427,000
-40.5%
31,088
-40.6%
0.04%
+50.0%
Q1 2022$2,399,000
+312.9%
52,362
+308.2%
0.03%
+172.7%
Q4 2021$581,000
-8.2%
12,827
-7.5%
0.01%
-15.4%
Q3 2021$633,000
-7.3%
13,865
-6.3%
0.01%
-7.1%
Q2 2021$683,000
+75.6%
14,795
+72.8%
0.01%
+75.0%
Q1 2021$389,000
-81.9%
8,560
-81.9%
0.01%
-90.8%
Q4 2020$2,153,000
+70.9%
47,393
+65.2%
0.09%
+16.0%
Q3 2020$1,260,000
-18.4%
28,695
-20.9%
0.08%
-38.5%
Q2 2020$1,544,000
+126.4%
36,278
+114.3%
0.12%
+76.8%
Q1 2020$682,000
+27.0%
16,926
+46.4%
0.07%
+72.5%
Q4 2019$537,000
+383.8%
11,564
+382.4%
0.04%
+471.4%
Q3 2019$111,000
-71.1%
2,397
-72.2%
0.01%
-69.6%
Q4 2018$384,000
-53.6%
8,628
-51.0%
0.02%
-32.4%
Q3 2018$828,000
+89.9%
17,596
+88.1%
0.03%
+88.9%
Q2 2018$436,000
+4.8%
9,357
+6.0%
0.02%
-5.3%
Q1 2018$416,0000.0%8,8270.0%0.02%0.0%
Q4 2017$416,000
+10.6%
8,827
+12.3%
0.02%
+26.7%
Q3 2017$376,000
-6.0%
7,858
-5.9%
0.02%
-11.8%
Q2 2017$400,000
-41.5%
8,352
-41.7%
0.02%
-43.3%
Q1 2017$684,000
-4.9%
14,314
-5.7%
0.03%
-14.3%
Q4 2016$719,000
+116.6%
15,181
+116.5%
0.04%
+105.9%
Q3 2016$332,000
+11.0%
7,013
+8.6%
0.02%0.0%
Q2 2016$299,000
+4883.3%
6,455
+4510.7%
0.02%
Q4 2015$6,0001400.00%
Other shareholders
ISHARES TR shareholders Q1 2023
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