Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$242,786
+1.9%
5,8250.0%0.06%
-3.3%
Q4 2022$238,184
+15.6%
5,825
+12.7%
0.06%
+7.1%
Q3 2022$206,000
-14.5%
5,170
-13.0%
0.06%
-8.2%
Q2 2022$241,000
-7.7%
5,9400.0%0.06%
+13.0%
Q1 2022$261,000
-41.9%
5,940
-40.1%
0.05%
-20.6%
Q4 2021$449,000
-0.7%
9,913
+0.2%
0.07%
-29.9%
Q3 2021$452,000
+10.8%
9,890
+11.6%
0.10%
+16.9%
Q2 2021$408,000
+1033.3%
8,860
+1028.7%
0.08%
+937.5%
Q1 2021$36,0007850.01%
Other shareholders
ISHARES TR shareholders Q1 2021
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