Mount Yale Investment Advisors, 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
Mount Yale Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$827,282
+151.5%
20,232
+145.3%
0.09%
+113.6%
Q3 2022$329,000
+1.5%
8,247
+3.2%
0.04%
+7.3%
Q2 2022$324,000
+36.7%
7,992
+48.3%
0.04%
+57.7%
Q1 2022$237,000
-1.7%
5,390
+1.2%
0.03%
+4.0%
Q4 2021$241,000
-13.0%
5,324
-12.1%
0.02%
-21.9%
Q3 2021$277,000
+12.1%
6,058
+12.9%
0.03%
+6.7%
Q2 2021$247,000
+0.4%
5,3660.0%0.03%
-6.2%
Q1 2021$246,000
-77.0%
5,366
-77.2%
0.03%
-78.7%
Q4 2020$1,070,000
+68.8%
23,545
+63.3%
0.15%
+66.7%
Q3 2020$634,000
+82.2%
14,420
+77.5%
0.09%
+45.2%
Q2 2020$348,000
+9.8%
8,122
+4.6%
0.06%
-12.7%
Q1 2020$317,000
+34.9%
7,763
+53.3%
0.07%
+73.2%
Q4 2019$235,0005,0630.04%
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