SHEETS SMITH WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,186,104
-1.5%
28,908
-0.5%
0.18%
+2.8%
Q2 2023$1,204,253
-1.7%
29,053
-1.1%
0.18%
-5.9%
Q1 2023$1,224,977
-1.9%
29,390
-3.8%
0.19%
-4.1%
Q4 2022$1,248,799
+83.4%
30,540
+83.2%
0.20%
+36.4%
Q1 2020$681,000
+91.3%
16,668
+117.3%
0.14%
+110.3%
Q4 2019$356,000
-74.3%
7,670
-74.2%
0.07%
-76.1%
Q3 2019$1,383,000
-3.2%
29,750
-2.8%
0.28%
-3.1%
Q2 2019$1,429,000
+3.4%
30,594
+3.4%
0.29%
-2.0%
Q1 2019$1,382,000
+6.3%
29,593
+1.4%
0.30%
-14.6%
Q4 2018$1,300,000
+14.0%
29,188
+20.5%
0.35%
+48.3%
Q3 2018$1,140,000
+25.0%
24,224
+24.2%
0.24%
+7.8%
Q1 2018$912,000
+9.1%
19,499
+9.9%
0.22%
+11.2%
Q4 2017$836,000
+17.7%
17,744
+19.6%
0.20%
+10.1%
Q3 2017$710,000
-5.8%
14,835
-5.8%
0.18%
-10.1%
Q2 2017$754,00015,7540.20%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders