Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 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 Q2 2021
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Wright Fund Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders