Advisor OS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 484 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,201,715
-79.2%
28,477
-79.0%
0.13%
-80.1%
Q1 2024$5,779,277
+4.5%
135,823
+3.7%
0.66%
-7.8%
Q4 2023$5,532,491
+3.8%
131,039
+0.9%
0.72%
-9.9%
Q3 2023$5,330,651
-3.7%
129,921
-2.7%
0.80%
-11.7%
Q2 2023$5,534,259
+6.0%
133,517
+6.6%
0.90%
-27.8%
Q1 2023$5,221,352
+630.9%
125,272
+617.0%
1.25%
+559.5%
Q4 2022$714,393
+2.1%
17,471
-0.3%
0.19%
-10.0%
Q3 2022$700,000
+6.4%
17,524
+8.0%
0.21%
+9.9%
Q2 2022$658,000
-14.8%
16,232
-7.6%
0.19%
-14.3%
Q1 2022$772,000
-68.9%
17,569
-67.9%
0.22%
-55.7%
Q4 2021$2,480,000
+42.1%
54,738
+43.4%
0.51%
+33.5%
Q3 2021$1,745,000
+1.2%
38,173
+1.9%
0.38%
+5.9%
Q2 2021$1,725,000
+18.7%
37,455
+18.1%
0.36%
+8.8%
Q1 2021$1,453,000
-92.5%
31,709
-87.0%
0.33%
-93.6%
Q4 2020$19,305,000
+1423.7%
243,205
+723.3%
5.18%
+586.2%
Q2 2020$1,267,00029,5390.76%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders