XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 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
XML Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$208,000
-2.3%
4,741
+0.8%
0.02%
-3.8%
Q4 2021$213,000
-29.2%
4,705
-28.5%
0.03%
-35.0%
Q3 2021$301,000
+0.3%
6,578
+1.1%
0.04%
-39.4%
Q2 2021$300,000
-5.4%
6,504
-6.0%
0.07%
-14.3%
Q1 2021$317,000
+1.6%
6,921
+0.8%
0.08%
-4.9%
Q4 2020$312,000
-15.2%
6,864
-18.1%
0.08%
-29.6%
Q3 2020$368,000
+3.7%
8,384
+1.3%
0.12%
-6.5%
Q2 2020$355,000
+6.3%
8,277
+1.4%
0.12%
-14.6%
Q1 2020$334,0008,1630.14%
Other shareholders
ISHARES TR shareholders Q2 2022
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