Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,602,755
+174.9%
87,808
+177.7%
0.15%
+461.5%
Q2 2023$1,310,654
-30.0%
31,620
-29.6%
0.03%
-75.5%
Q1 2023$1,873,355
-22.1%
44,946
-23.5%
0.11%
+43.2%
Q4 2022$2,403,393
+767.7%
58,777
+747.7%
0.07%
+208.3%
Q3 2022$277,000
+19.9%
6,934
+21.9%
0.02%
+26.3%
Q2 2022$231,000
-6.5%
5,688
+1.3%
0.02%
+11.8%
Q1 2022$247,000
-32.7%
5,614
-29.9%
0.02%
-54.1%
Q1 2021$367,000
+38.0%
8,013
+36.8%
0.04%
+19.4%
Q4 2020$266,000
+1562.5%
5,856
+1707.4%
0.03%
+933.3%
Q4 2016$16,000
-94.2%
324
-95.3%
0.00%
-87.5%
Q3 2011$277,0006,9340.02%
Other shareholders
ISHARES TR shareholders Q3 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