HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,624,870
-5.1%
39,602
-4.1%
0.36%
+12.3%
Q2 2023$1,711,553
-0.4%
41,292
+0.2%
0.32%
-6.8%
Q1 2023$1,718,341
+1.3%
41,227
-0.7%
0.34%
-4.5%
Q4 2022$1,696,894
-0.5%
41,499
-2.8%
0.36%
-1.7%
Q3 2022$1,705,000
-15.0%
42,700
-13.7%
0.36%
-10.2%
Q2 2022$2,007,000
-70.2%
49,485
-67.7%
0.40%
-63.4%
Q1 2022$6,737,000
-2.9%
153,251
+0.1%
1.10%
+2.4%
Q4 2021$6,937,000
+1.3%
153,144
+2.2%
1.08%
-5.9%
Q3 2021$6,849,000
+18.3%
149,879
+19.3%
1.14%
+13.7%
Q2 2021$5,788,000
+513.8%
125,668
+510.7%
1.00%
+440.3%
Q1 2021$943,000
+209.2%
20,579
+206.7%
0.19%
+190.6%
Q4 2020$305,0006,7100.06%
Other shareholders
ISHARES TR shareholders Q3 2021
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