Wambolt & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,776,485
-49.9%
68,353
-48.8%
1.01%
-48.9%
Q2 2023$5,538,094
-4.3%
133,610
-4.4%
1.97%
-4.0%
Q1 2023$5,784,555
+4.6%
139,757
+3.3%
2.05%
-3.3%
Q4 2022$5,529,968
-7.4%
135,240
-9.6%
2.12%
-16.3%
Q3 2022$5,975,000
-1.9%
149,590
-0.4%
2.54%
+3.6%
Q2 2022$6,092,000
+1.8%
150,241
+9.9%
2.45%
+12.3%
Q1 2022$5,987,000
+9.7%
136,689
+13.5%
2.18%
+10.6%
Q4 2021$5,456,000
+6.9%
120,443
+7.4%
1.97%
-3.8%
Q3 2021$5,106,000
+45.4%
112,163
+46.8%
2.05%
+37.2%
Q2 2021$3,511,000
+159.1%
76,428
+157.6%
1.49%
+111.8%
Q1 2021$1,355,000
+56.8%
29,670
+56.0%
0.70%
+36.6%
Q4 2020$864,000
+325.6%
19,014
+312.5%
0.52%
+239.5%
Q3 2020$203,0004,6090.15%
Other shareholders
ISHARES TR shareholders Q1 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