LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$62,000
-27.9%
1,352
-27.5%
0.02%
-33.3%
Q2 2021$86,000
-64.8%
1,865
-65.3%
0.03%
-72.3%
Q1 2021$244,0000.0%5,3820.0%0.12%0.0%
Q4 2020$244,000
-88.8%
5,382
-89.2%
0.12%
-90.8%
Q3 2020$2,185,000
+26.3%
49,723
+23.3%
1.29%
+5.8%
Q2 2020$1,730,000
+55.2%
40,342
+49.9%
1.22%
+24.9%
Q1 2020$1,115,000
+3616.7%
26,920
+3997.4%
0.97%
+3958.3%
Q4 2019$30,000
+15.4%
657
+16.5%
0.02%
-4.0%
Q3 2019$26,0005640.02%
Other shareholders
ISHARES TR shareholders Q3 2023
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