Concorde Asset 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
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 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