West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
West Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$795,052
-79.1%
19,075
-79.5%
0.37%
-80.5%
Q4 2022$3,801,130
+234.0%
92,960
+226.0%
1.89%
+227.4%
Q3 2022$1,138,000
-20.6%
28,512
-19.4%
0.58%
-13.2%
Q2 2022$1,434,000
+59.0%
35,377
+72.4%
0.66%
+85.8%
Q1 2022$902,00020,5240.36%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
BTS Asset Management, Inc. 949,514$41,741,00012.80%
Divergent Planning, LLC 352,028$15,419,0009.87%
Value Monitoring, Inc. 36,646$1,611,0009.35%
Thrive Capital Management, LLC 269,754$11,858,0007.15%
B, B, H, & B INC. 156,560$6,882,0006.49%
Sound Income Strategies, LLC 1,077,688$47,375,0005.45%
Legacy Financial Group LLC 418,177$18,383,0005.39%
Kathmere Capital Management, LLC 715,443$31,451,0005.35%
IRONWOOD WEALTH MANAGEMENT, INC. 164,159$7,216,0005.21%
Regal Wealth Group, Inc. 187,064$8,057,0005.02%
View complete list of ISHARES TR shareholders