Copperleaf Capital, 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
Copperleaf Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,890,412
+9.1%
45,355
+7.0%
1.88%
-5.8%
Q4 2022$1,733,063
+211.1%
42,384
+203.9%
2.00%
+230.8%
Q3 2022$557,000
+173.0%
13,947
+214.2%
0.60%
+201.5%
Q2 2021$204,000
+0.5%
4,4390.0%0.20%
-7.8%
Q1 2021$203,000
-96.0%
4,439
-96.0%
0.22%
-94.9%
Q4 2020$5,026,000
+24.9%
110,610
+20.8%
4.29%
+10.9%
Q3 2020$4,024,000
+10.1%
91,565
+7.4%
3.87%
+2.1%
Q2 2020$3,655,000
+15.2%
85,222
+9.8%
3.79%
-0.5%
Q1 2020$3,173,00077,6273.81%
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