Successful Portfolios LLC - 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
Successful Portfolios LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$395,085
-36.8%
9,479
-38.0%
0.25%
-39.2%
Q4 2022$625,000
+33.5%
15,287
+30.6%
0.41%
+20.4%
Q3 2022$468,000
-9.7%
11,709
-8.3%
0.34%
-2.9%
Q2 2022$518,000
-19.1%
12,771
-12.3%
0.35%
-4.1%
Q1 2022$640,000
-31.4%
14,562
-29.3%
0.36%
-28.2%
Q4 2021$933,000
+94.8%
20,598
+96.3%
0.51%
+77.3%
Q3 2021$479,000
+10.4%
10,492
+11.3%
0.29%
+8.7%
Q2 2021$434,000
+78.6%
9,426
+77.5%
0.26%
+64.4%
Q1 2021$243,000
-66.2%
5,310
-66.4%
0.16%
-68.9%
Q4 2020$718,000
+17.7%
15,800
+13.8%
0.52%
+5.7%
Q3 2020$610,000
+21.8%
13,890
+19.0%
0.49%
+10.4%
Q2 2020$501,000
+40.3%
11,677
+33.8%
0.44%
+22.2%
Q1 2020$357,0008,7240.36%
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