Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$940,679
-11.7%
22,928
-10.8%
0.38%
-6.4%
Q2 2023$1,065,071
-9.3%
25,695
-8.8%
0.41%
-13.7%
Q1 2023$1,174,593
+0.7%
28,183
-1.2%
0.47%
-4.0%
Q4 2022$1,166,924
-39.1%
28,539
-40.5%
0.49%
-43.5%
Q3 2022$1,915,000
+0.1%
47,954
+1.6%
0.87%
+5.9%
Q2 2022$1,913,000
+5.4%
47,178
+25.8%
0.82%
+20.1%
Q1 2022$1,815,000
+22.2%
37,505
+14.4%
0.69%
+27.7%
Q4 2021$1,485,000
+24.4%
32,783
+25.4%
0.54%
+23.4%
Q3 2021$1,194,000
+50.9%
26,137
+52.0%
0.44%
+42.0%
Q2 2021$791,000
+40.2%
17,192
+39.5%
0.31%
+31.2%
Q1 2021$564,000
+91.8%
12,325
+90.0%
0.23%
+73.3%
Q4 2020$294,0006,4880.14%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
EXELON CORP 840,020$38,053,00027.78%
Donoghue Forlines LLC 1,050,971$47,609,0008.05%
Divergent Planning, LLC 210,559$9,526,0006.97%
Thrive Capital Management, LLC 220,289$9,979,0006.50%
Clearwater Capital Advisors, LLC 1,230,875$55,759,0006.15%
Sound Income Strategies, LLC 1,081,764$49,004,0005.77%
B, B, H, & B INC. 151,453$6,861,0005.72%
Kathmere Capital Management, LLC 695,809$31,520,0005.47%
IRONWOOD WEALTH MANAGEMENT, INC. 161,492$7,316,0005.12%
Regal Wealth Group, Inc. 193,269$8,755,0004.93%
View complete list of ISHARES TR shareholders