LEUTHOLD GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 465 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
LEUTHOLD GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,418,142
-0.8%
128,3920.0%0.63%
+1.8%
Q1 2024$5,463,080
+70.3%
128,392
+69.0%
0.62%
+53.4%
Q4 2023$3,207,791
+2.9%
75,9780.0%0.40%
-8.2%
Q3 2023$3,117,37775,9780.44%
Other shareholders
ISHARES TR shareholders Q3 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