FOCUS Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FOCUS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$220,413
-1.0%
5,3720.0%0.15%
+1.3%
Q2 2023$222,669
-0.6%
5,3720.0%0.15%
+2.7%
Q1 2023$223,905
+1.9%
5,3720.0%0.15%
-3.3%
Q4 2022$219,661
+2.2%
5,3720.0%0.15%0.0%
Q3 2022$215,000
-1.4%
5,3720.0%0.15%
+2.0%
Q2 2022$218,000
-7.6%
5,3720.0%0.15%
+5.7%
Q1 2022$236,000
-2.9%
5,3720.0%0.14%
-2.8%
Q4 2021$243,000
-1.2%
5,3720.0%0.14%
-13.2%
Q3 2021$246,000
-0.4%
5,3720.0%0.17%
-2.9%
Q2 2021$247,0005,3720.17%
Other shareholders
ISHARES TR shareholders Q3 2022
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