Source Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,224,197
-73.0%
29,837
-72.7%
0.41%
-72.2%
Q2 2023$4,526,037
-1.6%
109,193
-1.0%
1.48%
-3.6%
Q1 2023$4,597,331
+59.8%
110,301
+56.8%
1.54%
+42.5%
Q4 2022$2,876,238
-7.5%
70,341
-9.7%
1.08%
-12.3%
Q3 2022$3,111,000
+51.0%
77,901
+53.3%
1.23%
+52.7%
Q2 2022$2,060,000
+115.5%
50,805
+133.5%
0.81%
+187.2%
Q1 2022$956,000
+73.8%
21,754
+79.0%
0.28%
+89.9%
Q4 2021$550,00012,1520.15%
Other shareholders
ISHARES TR shareholders Q4 2021
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