Procyon Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 492 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Procyon Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$261,176
-55.4%
6,189
-53.6%
0.02%
-84.3%
Q1 2022$586,000
-16.6%
13,332
-14.1%
0.12%
-19.3%
Q4 2021$703,000
+55.9%
15,517
+57.2%
0.15%
+30.4%
Q3 2021$451,000
-24.6%
9,868
-24.0%
0.12%
-29.4%
Q2 2021$598,000
+23.8%
12,983
+23.0%
0.16%
-24.5%
Q1 2021$483,000
+5.7%
10,554
+4.9%
0.22%
-3.1%
Q4 2020$457,00010,059
+201080.0%
0.22%
Q2 2020$05
+25.0%
0.00%
Q1 2020$040.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Ocean Park Asset Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders