Icon Wealth Advisors, 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
Icon Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,052,150
+2775806.6%
123,555
+2613.1%
0.58%
+2540.9%
Q3 2022$1824,5540.02%
Other shareholders
ISHARES TR shareholders Q1 2023
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