Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$153,452
-1.3%
3,740
-0.3%
0.06%
-1.5%
Q2 2023$155,438
+117656.1%
3,750
+18.2%
0.06%
+8.3%
Q1 2023$132
+2.3%
3,173
+0.2%
0.06%
-4.8%
Q4 2022$129
-99.4%
3,167
+538.5%
0.06%
+293.8%
Q3 2022$20,000
-91.6%
496
-91.5%
0.02%
-83.8%
Q2 2022$238,000
-7.0%
5,869
+0.8%
0.10%0.0%
Q1 2022$256,000
-19.2%
5,825
-16.9%
0.10%
-28.3%
Q4 2021$317,000
-10.2%
7,008
-9.3%
0.14%
-14.8%
Q3 2021$353,000
-18.1%
7,730
-17.5%
0.16%
-21.7%
Q2 2021$431,000
+3.6%
9,366
+3.0%
0.21%
+9.5%
Q1 2021$416,000
+3.7%
9,091
+2.8%
0.19%
+2.7%
Q4 2020$401,000
+3.9%
8,844
+0.8%
0.18%
-15.2%
Q3 2020$386,000
+2.4%
8,774
-0.1%
0.22%
-7.3%
Q2 2020$377,000
-7.1%
8,781
+0.4%
0.23%
-11.4%
Q4 2019$406,0008,7500.26%
Other shareholders
ISHARES TR shareholders Q2 2020
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