ADVISOR PARTNERS II, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ADVISOR PARTNERS II, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,622,019
+1.5%
112,568
+2.5%
0.18%
-13.1%
Q2 2023$4,553,200
-0.8%
109,848
-0.3%
0.21%
-15.8%
Q1 2023$4,591,552
+16.9%
110,162
+14.7%
0.25%
+3.7%
Q4 2022$3,928,62996,0780.24%
Other shareholders
ISHARES TR shareholders Q3 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