Concorde Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$332,015
+0.2%
8,092
+1.2%
0.30%
-2.3%
Q2 2023$331,433
-4.3%
7,996
-5.6%
0.31%
-0.6%
Q4 2022$346,312
-88.2%
8,469
-86.9%
0.31%
-81.2%
Q4 2020$2,947,000
+15.7%
64,853
+11.9%
1.64%
+12.7%
Q3 2020$2,547,000
+7.4%
57,974
+4.9%
1.45%
-26.8%
Q2 2020$2,371,000
+16.5%
55,273
+11.0%
1.98%
-5.3%
Q1 2020$2,036,00049,8152.10%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 489,395$20,011,00013.24%
KilterHowling LLC 287,862$11,770,66212.45%
RETIREMENT FINANCIAL SOLUTIONS, LLC 307,897$12,589,91110.70%
DELPHI FINANCIAL GROUP, INC. 308,350$12,611,5156.35%
Thrive Capital Management, LLC 208,461$8,523,9785.57%
F3Logic, LLC 645,888$26,410,4025.55%
Gallagher Benefit Services, Inc. 645,888$26,410,4025.55%
Sound Income Strategies, LLC 1,035,667$42,348,4185.40%
FinDec Wealth Services, Inc. 156,358$6,393,4795.28%
FINANCIAL ADVISORY PARTNERS, LLC 311,634$12,742,7145.25%
View complete list of ISHARES TR shareholders