American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$94,538
+13.6%
2,367
+15.4%
0.00%
+33.3%
Q2 2022$83,209
-9.9%
2,052
-2.3%
0.00%0.0%
Q1 2022$92,316
-5.9%
2,100
-3.0%
0.00%0.0%
Q4 2021$98,075
+9.0%
2,165
+10.0%
0.00%0.0%
Q3 2021$89,938
+16.4%
1,968
+17.3%
0.00%0.0%
Q2 2021$77,289
-13.3%
1,678
-13.8%
0.00%
-25.0%
Q1 2021$89,146
-46.1%
1,946
-46.5%
0.00%
-50.0%
Q4 2020$165,402
+29.6%
3,640
+25.4%
0.01%
+14.3%
Q3 2020$127,587
-7.7%
2,903
-10.0%
0.01%
-22.2%
Q2 2020$138,277
-57.0%
3,224
-59.1%
0.01%
-66.7%
Q1 2020$321,851
-29.4%
7,875
-19.8%
0.03%
-15.6%
Q4 2019$456,175
+0.3%
9,825
+0.4%
0.03%
-13.5%
Q3 2019$454,812
+11.1%
9,783
+11.6%
0.04%
+8.8%
Q2 2019$409,326
+1.8%
8,765
+1.8%
0.03%
-10.5%
Q1 2019$402,267
+4.8%
8,6120.0%0.04%
-19.1%
Q4 2018$383,665
-5.4%
8,6120.0%0.05%0.0%
Q3 2018$405,453
+0.8%
8,612
-0.2%
0.05%
-14.5%
Q2 2018$402,191
-1.4%
8,627
-1.0%
0.06%
-9.8%
Q1 2018$407,868
-9.0%
8,717
-8.3%
0.06%
-14.1%
Q4 2017$448,0659,5070.07%
Other shareholders
ISHARES TR shareholders Q1 2022
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