KFA Private Wealth Group, 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
KFA Private Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$363,114
+0.5%
8,849
+1.5%
0.15%
+0.7%
Q2 2023$361,380
-0.5%
8,718
+0.0%
0.15%
-9.1%
Q1 2023$363,247
+4.6%
8,715
+2.7%
0.16%
-6.8%
Q4 2022$347,151
-1.1%
8,490
-3.3%
0.18%
-5.3%
Q3 2022$351,000
-65.7%
8,781
-65.2%
0.19%
-66.9%
Q2 2022$1,022,000
-13.1%
25,198
-5.8%
0.56%
-4.2%
Q1 2022$1,176,000
-5.8%
26,758
-2.8%
0.59%
-5.0%
Q4 2021$1,248,000
-28.4%
27,539
-27.8%
0.62%
-34.9%
Q3 2021$1,743,000
-20.2%
38,145
-19.5%
0.95%
-20.0%
Q2 2021$2,183,000
-42.1%
47,393
-42.4%
1.19%
-45.8%
Q1 2021$3,768,000
+11.0%
82,243
+10.1%
2.20%
+2.0%
Q4 2020$3,394,000
+12.0%
74,686
+8.3%
2.16%
-5.1%
Q3 2020$3,030,000
+46.0%
68,933
+42.5%
2.27%
+13.8%
Q2 2020$2,075,000
-27.7%
48,369
-31.1%
2.00%
-41.3%
Q1 2020$2,870,000
-61.7%
70,212
-56.5%
3.40%
-50.6%
Q4 2019$7,488,000161,2796.88%
Other shareholders
ISHARES TR shareholders Q3 2023
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