Transform Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 444 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
Q2 2024$1,165,486
-76.2%
27,618
-76.0%
0.09%
-81.3%
Q1 2024$4,892,966
-2.0%
114,993
-2.7%
0.46%
-4.5%
Q4 2023$4,991,439
+124.9%
118,224
+118.5%
0.49%
+108.1%
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 ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders