Marcum Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$696,899
-22.8%
16,813
-22.4%
0.08%
-27.4%
Q1 2023$902,539
+1.3%
21,654
-0.7%
0.11%
-4.2%
Q4 2022$891,238
+1.5%
21,796
-0.9%
0.12%
-11.3%
Q3 2022$878,000
+111.6%
21,984
+114.8%
0.13%
+114.5%
Q2 2022$415,000
+73.6%
10,234
+87.9%
0.06%
+87.9%
Q1 2022$239,0005,4460.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 830,112$38,592,00011.67%
WP Advisors, LLC 178,675$8,307,0009.52%
MBM Wealth Consultants, LLC 153,459$7,134,0005.60%
Bernicke Wealth Management, Ltd. 184,216$8,564,0004.96%
Sage Advisory Services, Ltd.Co. 280,224$13,022,0004.26%
Leicht Financial Planning & Wealth Management, Inc. 86,084$4,002,0003.82%
Occidental Asset Management, LLC 195,626$9,095,0003.81%
IRON Financial LLC 105,490$4,904,0003.65%
Probity Advisors, Inc. 241,912$11,246,0003.65%
Redhawk Wealth Advisors, Inc. 180,049$8,370,0003.59%
View complete list of ISHARES TR shareholders