Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 180 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,181
-1.0%
1750.0%0.00%0.0%
Q2 2023$7,254
-0.5%
1750.0%0.00%0.0%
Q1 2023$7,294
-95.3%
175
-95.4%
0.00%
-96.2%
Q4 2022$154,074
+0.7%
3,768
-1.6%
0.03%
-10.3%
Q3 2022$153,000
-1.3%
3,8290.0%0.03%
+3.6%
Q2 2022$155,000
-57.5%
3,829
-53.9%
0.03%
-56.9%
Q1 2022$365,000
-10.8%
8,300
-8.0%
0.06%
-15.6%
Q4 2021$409,000
-11.7%
9,022
-11.0%
0.08%
-19.8%
Q3 2021$463,000
+1.5%
10,141
+2.4%
0.10%
-1.0%
Q2 2021$456,000
+0.2%
9,901
-0.4%
0.10%
-10.2%
Q1 2021$455,000
-2.4%
9,938
-3.1%
0.11%
-10.7%
Q4 2020$466,000
+5.9%
10,256
+2.5%
0.12%
-1.6%
Q3 2020$440,000
+0.7%
10,006
-1.9%
0.12%
+1.7%
Q2 2020$437,000
+16.2%
10,199
+10.9%
0.12%
-3.2%
Q1 2020$376,000
+1.3%
9,195
+15.1%
0.12%
+56.2%
Q4 2019$371,000
+3.1%
7,989
+3.2%
0.08%
-1.2%
Q3 2019$360,000
+32.8%
7,741
+33.5%
0.08%
+32.8%
Q2 2019$271,0000.0%5,8000.0%0.06%
-3.2%
Q1 2019$271,000
+5.0%
5,8000.0%0.06%
-8.7%
Q4 2018$258,000
-8.5%
5,800
-3.3%
0.07%0.0%
Q3 2018$282,000
-7.5%
5,998
-8.2%
0.07%
-4.2%
Q2 2018$305,000
+38.0%
6,536
+38.3%
0.07%
+28.6%
Q1 2018$221,0004,7250.06%
Other shareholders
ISHARES TR shareholders Q1 2018
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