SUMMIT WEALTH & RETIREMENT PLANNING, INC. - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 455 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
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$421,468
-10.9%
10,112
-12.6%
0.16%
-17.7%
Q4 2022$473,138
-78.6%
11,571
-79.1%
0.19%
-78.2%
Q3 2022$2,210,000
-2.1%
55,328
-0.7%
0.88%
+1.5%
Q2 2022$2,258,000
-9.0%
55,693
-1.3%
0.87%
-1.1%
Q1 2022$2,482,000
-5.0%
56,451
-2.2%
0.88%
-1.9%
Q4 2021$2,614,000
-6.1%
57,701
-5.3%
0.89%
-12.3%
Q3 2021$2,783,000
-6.4%
60,903
-5.6%
1.02%
-7.4%
Q2 2021$2,972,000
+41.3%
64,533
+40.5%
1.10%
+40.7%
Q1 2021$2,103,000
+117.3%
45,915
+115.6%
0.78%
+113.1%
Q4 2020$968,000
+12.0%
21,295
+8.3%
0.37%
-1.1%
Q3 2020$864,000
-44.5%
19,664
-41.4%
0.37%
-46.5%
Q4 2019$1,558,000
+5.6%
33,548
+5.8%
0.69%
-22.1%
Q3 2019$1,475,000
-0.9%
31,721
-0.4%
0.89%
+2.4%
Q2 2019$1,488,000
-21.1%
31,853
-21.1%
0.87%
-22.4%
Q1 2019$1,887,000
+5.1%
40,389
+0.2%
1.12%
-17.6%
Q4 2018$1,795,00040,2931.36%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders