Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 402 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$39,162
-4.2%
928
-3.3%
0.00%0.0%
Q1 2024$40,866
-37.4%
960
-37.9%
0.00%
-50.0%
Q4 2023$65,248
+0.5%
1,545
-2.4%
0.00%0.0%
Q3 2023$64,946
-64.2%
1,583
-63.8%
0.00%
-71.4%
Q2 2023$181,442
+33.0%
4,377
+33.7%
0.01%
+40.0%
Q1 2023$136,454
+12260.0%
3,274
-87.9%
0.01%
-91.9%
Q4 2022$1,104
-99.5%
26,996
+350.5%
0.06%
+313.3%
Q3 2022$239,000
-34.7%
5,992
-33.6%
0.02%0.0%
Q2 2022$366,000
-44.2%
9,023
-39.6%
0.02%
-16.7%
Q1 2022$656,000
-14.4%
14,927
-11.7%
0.02%
+5.9%
Q4 2021$766,000
+2.0%
16,905
+2.8%
0.02%
-15.0%
Q3 2021$751,000
-19.6%
16,437
-18.9%
0.02%
-20.0%
Q2 2021$934,000
-9.2%
20,276
-9.7%
0.02%
-7.4%
Q1 2021$1,029,00022,4610.03%
Other shareholders
ISHARES TR shareholders Q2 2021
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