CALIBER WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q1 2022
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