Cherry Tree Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 484 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Cherry Tree Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$20,594
-0.8%
4880.0%0.01%0.0%
Q1 2024$20,765
+0.8%
4880.0%0.01%
-16.7%
Q4 2023$20,604
+2.9%
4880.0%0.01%0.0%
Q3 2023$20,023
-1.0%
4880.0%0.01%0.0%
Q2 2023$20,2284880.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders