AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$415,348
+13.4%
10,123
+14.5%
0.01%
+25.0%
Q2 2023$366,365
+0.3%
8,839
+0.9%
0.00%0.0%
Q1 2023$365,154
-88.7%
8,761
-88.9%
0.00%
-90.7%
Q4 2022$3,218,067
+725.1%
78,701
+706.9%
0.04%
+616.7%
Q3 2022$390,000
+8.3%
9,753
+9.8%
0.01%
+20.0%
Q2 2022$360,000
-10.0%
8,886
-1.6%
0.01%0.0%
Q1 2022$400,000
-2.2%
9,031
-0.0%
0.01%
-16.7%
Q4 2021$409,000
+2.5%
9,033
+3.1%
0.01%
-14.3%
Q3 2021$399,000
-25.6%
8,764
-24.8%
0.01%
-30.0%
Q2 2021$536,000
-10.7%
11,654
-11.3%
0.01%
-23.1%
Q1 2021$600,000
-28.1%
13,138
-28.5%
0.01%
-35.0%
Q4 2020$834,000
+16.0%
18,372
+12.2%
0.02%
+66.7%
Q3 2020$719,000
+132.7%
16,378
+126.7%
0.01%
+33.3%
Q2 2020$309,000
+51.5%
7,225
+45.0%
0.01%
+50.0%
Q1 2020$204,000
-12.1%
4,982
+0.0%
0.01%
+20.0%
Q4 2019$232,0004,9810.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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