Trek Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,351,679
+1519.2%
81,968
+1482.4%
0.34%
+1422.7%
Q3 2022$207,000
-9.2%
5,180
-8.1%
0.02%
-4.3%
Q2 2022$228,000
-86.4%
5,634
-84.7%
0.02%
-89.4%
Q4 2020$1,677,000
+15.5%
36,897
+11.7%
0.22%
-2.3%
Q3 2020$1,452,000
+20.5%
33,033
+17.6%
0.22%
+15.6%
Q2 2020$1,205,000
+32.4%
28,091
+26.2%
0.19%
-13.9%
Q1 2020$910,00022,2600.22%
Other shareholders
ISHARES TR shareholders Q2 2022
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