Klaas Financial Asset Advisors, 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
Klaas Financial Asset Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,860,054
-5.4%
45,334
-4.5%
0.42%
-3.9%
Q2 2023$1,967,010
-5.3%
47,455
-4.8%
0.44%
-8.8%
Q1 2023$2,077,623
-3.4%
49,847
-5.2%
0.48%
-10.1%
Q4 2022$2,149,75152,5740.53%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 363,684$14,747,00010.60%
KilterHowling LLC 216,961$8,797,7569.88%
Williams Financial, LLC 208,856$8,469,0006.89%
Thrive Capital Management, LLC 232,513$9,428,0006.53%
Sound Income Strategies, LLC 1,045,901$42,411,0005.66%
Matthew Goff Investment Advisor, LLC 493,701$20,020,0005.39%
Legacy Financial Group LLC 418,144$16,956,0005.35%
Regal Wealth Group, Inc. 180,706$7,328,0005.29%
FINANCIAL ADVISORY PARTNERS, LLC 303,352$12,300,9245.08%
SMITH CHAS P & ASSOCIATES PA CPAS 1,646,689$66,773,0004.81%
View complete list of ISHARES TR shareholders