Icon Wealth Partners, 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
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 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