Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$48,826
-8.5%
1,190
-7.5%
0.00%0.0%
Q2 2023$53,346
-4.5%
1,287
-4.0%
0.00%
-50.0%
Q1 2023$55,851
-47.0%
1,340
-48.0%
0.00%
-33.3%
Q4 2022$105,292
+0.3%
2,575
-1.6%
0.00%0.0%
Q3 2022$105,000
-33.5%
2,617
-32.7%
0.00%
-40.0%
Q2 2022$158,000
-47.7%
3,889
-43.4%
0.01%
-37.5%
Q1 2022$302,000
-99.3%
6,872
-99.3%
0.01%
-99.2%
Q4 2021$41,908,000
+15.0%
925,111
+16.0%
1.06%
+4.0%
Q3 2021$36,449,000
+12.0%
797,569
+12.9%
1.02%
+7.2%
Q2 2021$32,545,000
+11.5%
706,579
+10.9%
0.95%
+0.3%
Q1 2021$29,191,000
-15.1%
637,208
-18.5%
0.95%
-35.0%
Q4 2020$34,377,000
-0.5%
782,178
-0.6%
1.46%
+0.5%
Q3 2020$34,567,000
+6.2%
786,514
+3.6%
1.45%
-2.2%
Q2 2020$32,551,000
+3.5%
758,942
-1.3%
1.48%
-12.4%
Q1 2020$31,437,000
+1.8%
769,190
+15.7%
1.69%
+23.2%
Q4 2019$30,876,000
+3.7%
664,998
+3.8%
1.38%
-5.8%
Q3 2019$29,781,000
+7.8%
640,582
+8.3%
1.46%
+2.9%
Q2 2019$27,627,000
+29.1%
591,588
+29.1%
1.42%
+2.5%
Q1 2019$21,402,000
-14.9%
458,182
-18.9%
1.38%
-8.3%
Q4 2018$25,154,000
+9.4%
564,625
+15.6%
1.51%
+28.0%
Q3 2018$22,997,000
+5.7%
488,463
+4.6%
1.18%
+1.5%
Q2 2018$21,762,000
+9.2%
466,794
+9.6%
1.16%
+7.7%
Q1 2018$19,931,000
+960.2%
425,975
+968.1%
1.08%
+889.9%
Q4 2017$1,880,000
+62566.7%
39,883
+62217.2%
0.11%
Q2 2017$3,000
-81.2%
64
-81.9%
0.00%
-100.0%
Q1 2016$16,0003540.00%
Other shareholders
ISHARES TR shareholders Q3 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