Wells Financial Advisors INC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$69,841
-0.8%
1,6550.0%0.05%
-4.2%
Q1 2024$70,420
+0.8%
1,6550.0%0.05%
-5.9%
Q4 2023$69,874
-21.0%
1,655
-23.2%
0.05%
-26.1%
Q3 2023$88,420
-1.0%
2,1550.0%0.07%
+3.0%
Q2 2023$89,325
-92.2%
2,155
-92.2%
0.07%
-92.7%
Q1 2023$1,150,785
-2.8%
27,610
-4.7%
0.92%
-6.4%
Q4 2022$1,184,17428,9600.98%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders