WADDELL & ASSOCIATES, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WADDELL & ASSOCIATES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$286,000
+14.4%
7,050
+24.0%
0.06%
+45.0%
Q1 2022$250,000
-3.1%
5,6850.0%0.04%
-2.4%
Q4 2021$258,000
-12.2%
5,685
-15.1%
0.04%
-48.8%
Q3 2020$294,0006,6950.08%
Other shareholders
ISHARES TR shareholders Q1 2022
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