WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,875
-57.6%
655
-57.2%
0.00%
-60.0%
Q2 2023$63,421
-8.0%
1,530
-7.4%
0.01%
-9.1%
Q1 2023$68,915
-95.7%
1,653
-95.8%
0.01%
-96.4%
Q4 2022$1,615,032
+491.6%
39,497
+477.0%
0.31%
+472.2%
Q3 2022$273,000
-10.5%
6,845
-9.1%
0.05%
-10.0%
Q2 2022$305,000
+29.8%
7,530
+40.8%
0.06%
+57.9%
Q1 2022$235,000
-21.1%
5,349
-18.6%
0.04%
-24.0%
Q4 2021$298,000
+12.9%
6,573
+13.6%
0.05%
-29.6%
Q3 2021$264,000
-4.7%
5,787
-3.6%
0.07%
+65.1%
Q2 2021$277,000
+1219.0%
6,004
+1210.9%
0.04%
+975.0%
Q1 2021$21,000
-99.6%
458
-99.6%
0.00%
-99.6%
Q4 2020$5,389,000
+188.3%
118,592
+178.8%
1.00%
+51.9%
Q3 2020$1,869,000
+28.6%
42,529
+25.5%
0.66%
-2.1%
Q2 2020$1,453,000
+81.2%
33,879
+72.6%
0.67%
+36.3%
Q1 2020$802,000
+1307.0%
19,623
+1494.1%
0.49%
+1653.6%
Q4 2019$57,0000.0%1,2310.0%0.03%
-6.7%
Q3 2019$57,000
-6.6%
1,231
-5.0%
0.03%
-11.8%
Q1 2019$61,000
-42.5%
1,296
-45.7%
0.03%
-52.8%
Q4 2018$106,000
+9.3%
2,386
+16.3%
0.07%
+30.9%
Q3 2018$97,000
+1.0%
2,0520.0%0.06%
-6.8%
Q2 2018$96,0000.0%2,0520.0%0.06%
-3.3%
Q1 2018$96,000
+88.2%
2,052
+88.3%
0.06%
+96.8%
Q4 2017$51,0001,0900.03%
Other shareholders
ISHARES TR shareholders Q1 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%
F3Logic, LLC 645,888$26,410,4025.55%
Gallagher Benefit Services, Inc. 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