MBM Wealth Consultants, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MBM Wealth Consultants, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$7
-99.9%
179
-46.1%
0.00%
-50.0%
Q3 2022$13,000
-48.0%
332
-46.7%
0.01%
-50.0%
Q2 2022$25,000
-90.3%
623
-89.4%
0.01%
-88.9%
Q1 2022$259,000
-23.6%
5,898
-21.2%
0.11%
-23.4%
Q4 2021$339,000
-31.4%
7,481
-30.8%
0.14%
-37.6%
Q3 2021$494,000
-42.2%
10,810
-41.7%
0.23%
-43.6%
Q2 2021$854,000
-92.9%
18,549
-92.9%
0.40%
-93.4%
Q1 2021$11,996,000
+5.5%
261,885
+4.6%
6.09%
-1.6%
Q4 2020$11,376,000
+13.0%
250,348
+9.3%
6.19%
-3.7%
Q3 2020$10,067,000
+10.7%
229,053
+8.1%
6.43%
+0.3%
Q2 2020$9,091,000
+10.8%
211,984
+5.6%
6.41%
-5.6%
Q1 2020$8,204,000
+0.9%
200,739
+14.7%
6.79%
+12.7%
Q4 2019$8,128,000
+13.9%
175,059
+14.1%
6.02%
+7.5%
Q3 2019$7,134,000
+15.2%
153,459
+15.7%
5.60%
+8.9%
Q2 2019$6,194,000
+21.8%
132,641
+21.8%
5.15%
+15.4%
Q1 2019$5,087,000
+5490.1%
108,911
+5228.3%
4.46%
+4912.4%
Q4 2018$91,0002,0440.09%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Wright Fund Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders