ALESCO ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 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
ALESCO ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,386,715
-1.7%
58,170
-0.7%
0.09%
+5.7%
Q2 2023$2,429,177
-75.0%
58,605
-74.9%
0.09%
-75.8%
Q1 2023$9,734,989
+2.3%
233,565
+0.4%
0.36%
-2.4%
Q4 2022$9,514,899
+2.2%
232,695
-0.2%
0.37%
-4.7%
Q3 2022$9,309,000
+3.4%
233,065
+5.0%
0.39%
+10.9%
Q2 2022$9,001,000
-7.4%
221,965
+0.4%
0.35%
+5.8%
Q1 2022$9,719,000
-15.4%
221,085
-12.8%
0.33%
-14.3%
Q4 2021$11,487,000
+15.6%
253,585
+16.6%
0.38%
+9.4%
Q3 2021$9,941,000
+0.2%
217,535
+1.0%
0.35%
-2.0%
Q2 2021$9,919,000
+17.6%
215,360
+16.9%
0.36%
+12.2%
Q1 2021$8,436,000
+69.4%
184,160
+68.0%
0.32%
+58.7%
Q4 2020$4,980,000
+4.9%
109,605
+1.5%
0.20%
-5.6%
Q3 2020$4,746,000
+0.9%
107,980
-1.6%
0.21%
-6.6%
Q2 2020$4,705,000
+5.4%
109,700
+0.4%
0.23%
-16.5%
Q1 2020$4,465,000109,2500.27%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 489,395$20,011,00013.24%
KilterHowling LLC 287,862$11,770,66212.45%
RETIREMENT FINANCIAL SOLUTIONS, LLC 307,897$12,589,91110.70%
DELPHI FINANCIAL GROUP, INC. 308,350$12,611,5156.35%
Thrive Capital Management, LLC 208,461$8,523,9785.57%
Gallagher Benefit Services, Inc. 645,888$26,410,4025.55%
F3Logic, LLC 645,888$26,410,4025.55%
Sound Income Strategies, LLC 1,035,667$42,348,4185.40%
FinDec Wealth Services, Inc. 156,358$6,393,4795.28%
FINANCIAL ADVISORY PARTNERS, LLC 311,634$12,742,7145.25%
View complete list of ISHARES TR shareholders