ERn Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ERn Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$292,780
+13.7%
7,136
+14.9%
0.06%
+18.5%
Q2 2023$257,457
+0.1%
6,211
+0.6%
0.05%
-5.3%
Q1 2023$257,240
-10.4%
6,172
-12.1%
0.06%
-12.3%
Q4 2022$287,004
-12.2%
7,019
-14.4%
0.06%
-22.6%
Q3 2022$327,000
-1.2%
8,198
+0.4%
0.08%
+3.7%
Q2 2022$331,000
-8.3%
8,168
-0.5%
0.08%
+1.2%
Q1 2022$361,000
-12.2%
8,212
-9.4%
0.08%
-13.0%
Q4 2021$411,000
-2.4%
9,066
-1.5%
0.09%
-14.8%
Q3 2021$421,000
-0.5%
9,208
+0.3%
0.11%
-28.0%
Q2 2021$423,000
+1.2%
9,178
+0.5%
0.15%
-7.4%
Q1 2021$418,000
+1.0%
9,133
+0.2%
0.16%
-4.7%
Q4 2020$414,000
+4.3%
9,111
+0.9%
0.17%
-8.6%
Q3 2020$397,000
+7.3%
9,034
+4.6%
0.19%
-1.1%
Q2 2020$370,000
+8.2%
8,637
+3.2%
0.19%
-16.4%
Q1 2020$342,000
-35.1%
8,371
-26.2%
0.22%
-26.5%
Q4 2019$527,000
+0.6%
11,340
+0.6%
0.31%
-18.2%
Q3 2019$524,000
+1.0%
11,269
+1.3%
0.37%
-4.3%
Q2 2019$519,000
+10.2%
11,123
+10.4%
0.39%
+37.7%
Q1 2019$471,000
+11.1%
10,077
+5.9%
0.28%
-25.3%
Q4 2018$424,0009,5190.38%
Other shareholders
ISHARES TR shareholders Q3 2020
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