Pinion Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pinion Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$584,555
+4.7%
14,247
+5.8%
0.38%
+0.5%
Q2 2023$558,332
+95341.4%
13,470
-4.0%
0.38%
-31.1%
Q1 2023$58514,0380.55%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 731,662$34,169,00011.82%
WP Advisors, LLC 157,002$7,332,0008.18%
Leicht Financial Planning & Wealth Management, Inc. 120,011$5,605,0005.49%
RETIREMENT CAPITAL STRATEGIES 233,231$10,892,0005.43%
MBM Wealth Consultants, LLC 132,641$6,194,0005.15%
Bernicke Wealth Management, Ltd. 182,289$8,513,0005.10%
Occidental Asset Management, LLC 173,806$8,117,0003.65%
Probity Advisors, Inc. 229,778$10,731,0003.56%
Redhawk Wealth Advisors, Inc. 190,267$8,885,0003.53%
Transform Wealth, LLC 477,480$22,298,0003.28%
View complete list of ISHARES TR shareholders