CALIBER WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CALIBER WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,779,725
-38.9%
43,525
-40.3%
1.36%
-40.8%
Q3 2022$2,911,000
-1.1%
72,879
+0.4%
2.30%
+0.4%
Q2 2022$2,942,000
-2.1%
72,564
+6.2%
2.29%
+19.4%
Q1 2022$3,004,000
-14.2%
68,333
-11.9%
1.92%
-20.8%
Q4 2021$3,501,000
+81.8%
77,597
+83.6%
2.42%
+78.3%
Q3 2021$1,926,000
-3.7%
42,275
-2.7%
1.36%
-4.2%
Q2 2021$2,000,00043,4301.42%
Other shareholders
ISHARES TR shareholders Q3 2021
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