Rosenberg Matthew Hamilton - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Rosenberg Matthew Hamilton ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$631,677
-7.2%
15,396
-6.2%
0.21%
-8.7%
Q2 2023$680,422
-18.9%
16,416
-18.4%
0.23%
-15.1%
Q1 2023$838,477
-2.6%
20,117
-4.5%
0.27%
-7.2%
Q4 2022$860,898
-4.3%
21,054
-6.5%
0.29%
-16.1%
Q3 2022$900,000
+3.4%
22,526
+5.1%
0.35%
+6.1%
Q2 2022$870,000
-14.7%
21,435
-7.6%
0.33%
-8.1%
Q1 2022$1,020,000
-13.2%
23,205
-10.5%
0.36%
-14.6%
Q4 2021$1,175,000
-20.1%
25,940
-19.3%
0.42%
-28.1%
Q3 2021$1,470,000
+102.8%
32,161
+104.3%
0.58%
+54.1%
Q2 2021$725,000
+38.1%
15,740
+37.3%
0.38%
+25.7%
Q1 2021$525,000
+17.4%
11,461
+16.6%
0.30%
+7.5%
Q4 2020$447,000
+70.6%
9,830
+64.9%
0.28%
+45.3%
Q3 2020$262,000
+46.4%
5,960
+42.5%
0.19%
+34.3%
Q2 2020$179,0004,1820.14%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 489,395$20,011,00013.24%
KilterHowling LLC 287,862$11,770,66212.45%
RETIREMENT FINANCIAL SOLUTIONS, LLC 307,897$12,589,91110.70%
DELPHI FINANCIAL GROUP, INC. 308,350$12,611,5156.35%
Thrive Capital Management, LLC 208,461$8,523,9785.57%
F3Logic, LLC 645,888$26,410,4025.55%
Gallagher Benefit Services, Inc. 645,888$26,410,4025.55%
Sound Income Strategies, LLC 1,035,667$42,348,4185.40%
FinDec Wealth Services, Inc. 156,358$6,393,4795.28%
FINANCIAL ADVISORY PARTNERS, LLC 311,634$12,742,7145.25%
View complete list of ISHARES TR shareholders