Fortis Advisors, LLC - 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
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$38,059
+0.2%
931
+1.3%
0.03%
+16.0%
Q1 2020$38,000
-25.5%
919
-14.1%
0.02%
-28.6%
Q3 2017$51,0001,0700.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 830,112$38,592,00011.67%
WP Advisors, LLC 178,675$8,307,0009.52%
MBM Wealth Consultants, LLC 153,459$7,134,0005.60%
Bernicke Wealth Management, Ltd. 184,216$8,564,0004.96%
Sage Advisory Services, Ltd.Co. 280,224$13,022,0004.26%
Leicht Financial Planning & Wealth Management, Inc. 86,084$4,002,0003.82%
Occidental Asset Management, LLC 195,626$9,095,0003.81%
IRON Financial LLC 105,490$4,904,0003.65%
Probity Advisors, Inc. 241,912$11,246,0003.65%
Redhawk Wealth Advisors, Inc. 180,049$8,370,0003.59%
View complete list of ISHARES TR shareholders