WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$63,187
-4.1%
1,540
-3.1%
0.06%0.0%
Q2 2023$65,906
-26.8%
1,590
-27.8%
0.06%
-5.8%
Q4 2022$89,999
+1.1%
2,2010.0%0.07%
-9.2%
Q2 2022$89,000
-16.0%
2,201
-5.9%
0.08%
+22.6%
Q4 2021$106,0002,3380.06%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 731,662$34,169,00011.82%
WP Advisors, LLC 157,002$7,332,0008.18%
Leicht Financial Planning & Wealth Management, Inc. 120,011$5,605,0005.49%
RETIREMENT CAPITAL STRATEGIES 233,231$10,892,0005.43%
MBM Wealth Consultants, LLC 132,641$6,194,0005.15%
Bernicke Wealth Management, Ltd. 182,289$8,513,0005.10%
Occidental Asset Management, LLC 173,806$8,117,0003.65%
Probity Advisors, Inc. 229,778$10,731,0003.56%
Redhawk Wealth Advisors, Inc. 190,267$8,885,0003.53%
Transform Wealth, LLC 477,480$22,298,0003.28%
View complete list of ISHARES TR shareholders