Outlook 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
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$746,000
-2.6%
18,668
-1.1%
0.33%
+6.7%
Q2 2022$766,000
-14.0%
18,884
-6.9%
0.31%
+5.0%
Q1 2022$891,000
-2.6%
20,293
+0.5%
0.30%
+10.8%
Q4 2021$915,000
-36.9%
20,193
-36.4%
0.27%
-43.2%
Q3 2021$1,451,000
-5.7%
31,740
-4.9%
0.47%
-3.7%
Q2 2021$1,538,000
+44.5%
33,385
+43.7%
0.49%
+33.0%
Q1 2021$1,064,000
+64.2%
23,231
+63.0%
0.37%
+56.8%
Q4 2020$648,000
+23.2%
14,255
+19.1%
0.24%
+12.9%
Q3 2020$526,000
+1.0%
11,964
-1.4%
0.21%
-5.4%
Q2 2020$521,000
-21.9%
12,138
-25.6%
0.22%
-41.4%
Q1 2020$667,00016,3160.38%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
BTS Asset Management, Inc. 949,514$41,741,00012.80%
Divergent Planning, LLC 352,028$15,419,0009.87%
Value Monitoring, Inc. 36,646$1,611,0009.35%
Thrive Capital Management, LLC 269,754$11,858,0007.15%
B, B, H, & B INC. 156,560$6,882,0006.49%
Sound Income Strategies, LLC 1,077,688$47,375,0005.45%
Legacy Financial Group LLC 418,177$18,383,0005.39%
Kathmere Capital Management, LLC 715,443$31,451,0005.35%
IRONWOOD WEALTH MANAGEMENT, INC. 164,159$7,216,0005.21%
Regal Wealth Group, Inc. 187,064$8,057,0005.02%
View complete list of ISHARES TR shareholders