FormulaFolio Investments, 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
FormulaFolio Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$127,000
-12.4%
2,767
-12.7%
0.04%
-10.6%
Q1 2021$145,000
-97.4%
3,169
-97.4%
0.05%
-59.1%
Q4 2020$5,493,000
+820.1%
120,892
+789.3%
0.12%
+400.0%
Q3 2020$597,000
-70.5%
13,594
-71.2%
0.02%
-72.3%
Q2 2020$2,026,000
-39.3%
47,248
-42.1%
0.08%
-53.4%
Q1 2020$3,335,000
-75.2%
81,597
-71.9%
0.18%
-62.9%
Q4 2019$13,461,000
+0.8%
289,920
+0.9%
0.48%
-7.0%
Q3 2019$13,355,000
-45.4%
287,260
-45.2%
0.52%
-49.9%
Q2 2019$24,467,000
+473.1%
523,908
+477.8%
1.03%
+447.9%
Q4 2018$4,269,0000.0%90,6760.0%0.19%0.0%
Q3 2018$4,269,000
-56.3%
90,676
-56.7%
0.19%
-59.7%
Q2 2018$9,774,000209,6480.47%
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