Beacon Pointe Advisors, 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
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,804,103
+38.0%
68,343
+39.4%
0.04%
+6.1%
Q2 2023$2,031,923
-31.7%
49,022
-31.4%
0.03%
-35.3%
Q1 2023$2,976,395
+12.8%
71,410
+10.7%
0.05%0.0%
Q4 2022$2,638,047
+64.8%
64,517
+60.9%
0.05%
+41.7%
Q3 2022$1,601,000
-58.4%
40,110
-57.7%
0.04%
-55.6%
Q2 2022$3,846,000
-78.1%
94,886
-76.2%
0.08%
-66.4%
Q1 2022$17,554,000
+1149.4%
399,328
+1187.3%
0.24%
+551.4%
Q4 2021$1,405,000
-92.2%
31,021
-92.1%
0.04%
-91.6%
Q3 2021$17,950,000
+186.5%
392,771
+188.7%
0.44%
+99.5%
Q2 2021$6,266,000
+40.8%
136,032
+39.7%
0.22%
-18.7%
Q1 2021$4,449,000
+51.9%
97,373
+50.5%
0.27%
+36.5%
Q4 2020$2,929,000
+57.0%
64,695
+52.4%
0.20%
+11.1%
Q3 2020$1,866,000
+273.9%
42,461
+264.2%
0.18%
+260.0%
Q2 2020$499,000
+63.1%
11,660
+56.7%
0.05%
+2.0%
Q1 2020$306,000
+30.2%
7,442
+46.9%
0.05%
-32.9%
Q4 2019$235,0005,0650.07%
Other shareholders
ISHARES TR shareholders Q3 2023
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