ShoreHaven Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ShoreHaven Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,960,290
+0.1%
72,396
+7.6%
2.09%
+33.8%
Q1 2022$2,956,000
-50.2%
67,258
-48.6%
1.56%
-46.9%
Q4 2021$5,930,000
-0.4%
130,911
+0.5%
2.94%
-5.3%
Q3 2021$5,953,000
+20.1%
130,271
+21.0%
3.10%
+16.4%
Q2 2021$4,957,000
+95.1%
107,621
+94.0%
2.66%
+93.5%
Q1 2021$2,541,00055,4771.38%
Other shareholders
ISHARES TR shareholders Q3 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