Summit X, 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
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$387,710
-59.3%
9,449
-58.9%
0.12%
-47.0%
Q2 2023$953,683
+30.7%
23,007
+31.4%
0.23%
+22.8%
Q1 2023$729,918
+91.7%
17,512
+86.5%
0.19%
+71.8%
Q4 2022$380,803
-4.8%
9,391
-7.2%
0.11%
-6.8%
Q3 2022$400,000
+5.5%
10,116
+7.7%
0.12%
+7.3%
Q2 2022$379,000
-9.5%
9,391
-1.6%
0.11%
+6.8%
Q1 2022$419,000
-3.2%
9,544
-0.4%
0.10%
+2.0%
Q4 2021$433,000
-4.6%
9,581
-3.5%
0.10%
-11.4%
Q3 2021$454,000
-1.9%
9,926
+24.8%
0.11%
-2.6%
Q2 2021$463,000
+22.8%
7,954
-2.7%
0.12%
+12.5%
Q1 2021$377,000
-79.9%
8,175
-80.2%
0.10%
-81.2%
Q4 2020$1,875,000
-91.7%
41,263
-27.4%
0.55%
+49.9%
Q3 2020$22,502,000
+851.5%
56,821
+3.0%
0.37%
-57.8%
Q2 2020$2,365,000
+25.0%
55,144
+19.1%
0.87%
-1.0%
Q1 2020$1,892,000
+110.9%
46,317
+143.5%
0.88%
+140.6%
Q2 2019$897,000
+14.0%
19,022
+12.4%
0.37%
+8.9%
Q1 2019$787,000
+91.0%
16,925
-73.6%
0.34%
+41.6%
Q4 2018$412,000
-73.0%
64,109
+101.5%
0.24%
-68.3%
Q3 2018$1,527,000
+171.2%
31,809
+163.1%
0.75%
+138.9%
Q2 2018$563,000
+166.8%
12,090
+167.8%
0.31%
+147.2%
Q1 2018$211,0004,5150.13%
Other shareholders
ISHARES TR shareholders Q3 2023
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%
Gallagher Benefit Services, Inc. 645,888$26,410,4025.55%
F3Logic, LLC 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