Advisors Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$195,795
+8.9%
4,772
+10.0%
0.00%0.0%
Q2 2023$179,810
+136.9%
4,338
+138.2%
0.00%
+100.0%
Q1 2023$75,899
+321.7%
1,821
+315.8%
0.00%
Q1 2020$18,000
-76.3%
438
-73.4%
0.00%
-100.0%
Q4 2019$76,000
-46.1%
1,644
-45.9%
0.00%
-66.7%
Q3 2019$141,000
-2.1%
3,041
-1.1%
0.00%0.0%
Q2 2019$144,000
+2.9%
3,075
+2.7%
0.00%
+50.0%
Q1 2019$140,000
+53.8%
2,994
+45.8%
0.00%0.0%
Q4 2018$91,000
+54.2%
2,053
+62.5%
0.00%
+100.0%
Q3 2018$59,000
+1375.0%
1,263
+1385.9%
0.00%
Q2 2018$4,0000.0%850.0%0.00%
Q1 2018$4,0000.0%850.0%0.00%
Q4 2017$4,0000.0%850.0%0.00%
Q3 2017$4,0000.0%850.0%0.00%
Q2 2017$4,000850.00%
Other shareholders
ISHARES TR shareholders Q4 2023
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