Cypress Wealth 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
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$227,488
-10.3%
5,544
-9.3%
0.06%
-6.0%
Q2 2023$253,713
-23.9%
6,111
-23.6%
0.07%
-31.6%
Q1 2023$333,389
-79.6%
7,999
-80.0%
0.10%
-81.4%
Q4 2022$1,635,274
+185.9%
39,992
+216.8%
0.53%
+235.0%
Q4 2021$572,000
-40.6%
12,622
-40.1%
0.16%
-45.5%
Q3 2021$963,000
-24.5%
21,082
-23.9%
0.29%
-17.2%
Q2 2021$1,275,000
-30.4%
27,688
-30.8%
0.35%
-9.1%
Q1 2021$1,832,000
-54.3%
39,996
-54.7%
0.38%
-57.2%
Q4 2020$4,008,000
+16.6%
88,195
+12.8%
0.90%
+1.6%
Q3 2020$3,438,000
+19.3%
78,216
+16.4%
0.88%
+28.4%
Q2 2020$2,881,000
+55.1%
67,177
+47.8%
0.69%
+25.6%
Q1 2020$1,857,00045,4490.55%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders