West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2023
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