Williams Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Williams Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,864,270
+40.2%
118,960
+36.9%
4.22%
+43.7%
Q3 2022$3,469,000
-59.0%
86,865
-58.4%
2.94%
-57.4%
Q2 2022$8,469,000
+35.2%
208,856
+51.5%
6.89%
+16.5%
Q4 2020$6,264,000137,8615.92%
Other shareholders
ISHARES TR shareholders Q4 2020
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