Straight Path Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,386,000
-5.8%
34,707
-4.4%
1.24%
-13.7%
Q2 2022$1,472,000
-10.5%
36,306
-2.9%
1.44%
+3.6%
Q1 2022$1,644,000
+2.6%
37,402
+5.7%
1.39%
-0.3%
Q4 2021$1,602,00035,3691.40%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 1,025,983$46,621,00010.29%
Donoghue Forlines LLC 815,474$37,055,0007.16%
Divergent Planning, LLC 163,451$7,427,0007.11%
Clearwater Capital Advisors, LLC 1,075,847$48,886,0006.49%
Kathmere Capital Management, LLC 635,649$28,884,0006.21%
MBM Wealth Consultants, LLC 250,348$11,376,0006.19%
Williams Financial, LLC 137,861$6,264,0005.92%
IRONWOOD WEALTH MANAGEMENT, INC. 135,159$6,142,0005.53%
Thrive Capital Management, LLC 112,977$5,134,0005.46%
Advisor OS, LLC 243,205$19,305,0005.18%
View complete list of ISHARES TR shareholders