Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$90,403,664
+1048666.4%
4,861,729
+2237.9%
1.00%
+4230.4%
Q2 2023$8,620
+2.6%
207,950
+3.0%
0.02%
-91.1%
Q1 2023$8,403
+152.6%
201,807
+148.0%
0.26%
+1423.5%
Q4 2022$3,327
-99.9%
81,369
-0.5%
0.02%
-84.5%
Q3 2022$3,266,000
-54.1%
81,767
-53.5%
0.11%
-50.2%
Q2 2022$7,110,000
+89.0%
175,666
+104.9%
0.22%
+110.5%
Q1 2022$3,761,000
-38.4%
85,727
-37.1%
0.10%
-23.9%
Q4 2021$6,105,000
+2.4%
136,250
+4.5%
0.14%
-95.1%
Q3 2021$5,961,000
-37.3%
130,423
-36.8%
2.81%
-17.5%
Q2 2021$9,500,000
+6.8%
206,261
+6.2%
3.40%
+1769.8%
Q1 2021$8,897,000
+1651.4%
194,211
+1623.3%
0.18%
-60.9%
Q4 2020$508,000
-66.2%
11,270
-69.3%
0.46%
+9200.0%
Q1 2020$1,501,000
-21.4%
36,722
-10.7%
0.01%
-99.6%
Q4 2019$1,909,000
+35.9%
41,116
+36.0%
1.32%
+8.8%
Q3 2019$1,405,000
+228.3%
30,226
+229.9%
1.21%
+244.4%
Q2 2019$428,000
+4655.6%
9,161
+4390.7%
0.35%
+4914.3%
Q1 2019$9,0002040.01%
Other shareholders
ISHARES TR shareholders Q2 2022
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