Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$359,000
-37.5%
7,917
-37.0%
0.04%
-41.0%
Q3 2021$574,000
-14.2%
12,560
-13.5%
0.06%
-15.3%
Q2 2021$669,000
+17.4%
14,523
+16.7%
0.07%
+1.4%
Q1 2021$570,000
-85.1%
12,442
-85.3%
0.07%
-88.3%
Q4 2020$3,836,000
-18.5%
84,417
-21.1%
0.61%
-33.3%
Q3 2020$4,704,000
+5.7%
107,028
+3.2%
0.91%
-15.6%
Q2 2020$4,449,000
+66.9%
103,741
+59.1%
1.08%
+2.5%
Q1 2020$2,665,00065,1971.05%
Other shareholders
ISHARES TR shareholders Q4 2020
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