Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$233,000
-14.0%
5,141
-13.2%
0.00%
-20.0%
Q3 2021$271,000
+25.5%
5,925
+26.2%
0.01%
+25.0%
Q2 2021$216,000
+1.4%
4,694
+1.0%
0.00%0.0%
Q1 2021$213,000
+0.9%
4,646
-0.0%
0.00%0.0%
Q4 2020$211,000
+3.4%
4,6480.0%0.00%
-20.0%
Q3 2020$204,0004,6480.01%
Other shareholders
ISHARES TR shareholders Q4 2021
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