Transform Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,219,833
-30.3%
54,103
-29.6%
0.23%
-18.2%
Q2 2023$3,186,489
+3.7%
76,875
+4.3%
0.29%
-1.4%
Q1 2023$3,072,441
-57.1%
73,715
-57.9%
0.29%
-63.8%
Q4 2022$7,153,891
-32.8%
174,955
-34.4%
0.80%
-42.1%
Q3 2022$10,647,000
+7.5%
266,587
+25.2%
1.38%
-21.2%
Q3 2019$9,900,000
-55.6%
212,945
-55.4%
1.76%
-46.4%
Q2 2019$22,298,000477,4803.28%
Other shareholders
ISHARES TR shareholders Q3 2022
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