Goodwin Investment Advisory - 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
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$608,000
+5980.0%
15
-93.0%
0.00%
-100.0%
Q1 2022$10,000
-85.3%
213
-85.9%
0.01%
-86.3%
Q4 2021$68,000
-4.2%
1,507
-3.3%
0.05%
-26.1%
Q3 2021$71,000
-34.3%
1,558
-33.3%
0.07%
-41.5%
Q2 2021$108,000
-44.9%
2,336
-44.9%
0.12%
-48.9%
Q1 2021$196,000
-3.9%
4,239
-5.7%
0.23%
-7.6%
Q4 2020$204,0004,4970.25%
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