SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,366,060
-0.8%
82,039
+0.2%
0.07%
+21.3%
Q2 2023$3,392,185
-0.8%
81,838
-0.2%
0.06%
+27.1%
Q1 2023$3,419,135
+2.0%
82,033
+0.1%
0.05%
+6.7%
Q4 2022$3,352,530
+216.6%
81,989
+209.3%
0.04%
+200.0%
Q3 2022$1,059,000
+13.6%
26,507
+15.3%
0.02%
+7.1%
Q2 2022$932,000
-5.5%
22,987
+2.4%
0.01%
+7.7%
Q1 2022$986,000
+15.7%
22,439
+19.3%
0.01%
-7.1%
Q4 2021$852,000
-62.5%
18,813
-62.1%
0.01%
-51.7%
Q3 2021$2,270,000
+9.1%
49,681
+10.0%
0.03%
+11.5%
Q2 2021$2,080,000
+50.0%
45,151
+49.2%
0.03%
+36.8%
Q1 2021$1,387,000
-33.2%
30,267
-33.7%
0.02%
-36.7%
Q4 2020$2,075,000
+45.0%
45,673
+40.3%
0.03%
+25.0%
Q3 2020$1,431,000
+3.8%
32,550
+1.3%
0.02%
-7.7%
Q2 2020$1,378,000
+168.1%
32,119
+155.5%
0.03%
+116.7%
Q1 2020$514,000
-89.3%
12,573
-87.8%
0.01%
-86.2%
Q4 2019$4,788,000103,1310.09%
Other shareholders
ISHARES TR shareholders Q3 2020
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