CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$875
-6.9%
21,328
-5.9%
0.14%
+15.8%
Q2 2023$940
-6.4%
22,677
-5.9%
0.12%
-34.4%
Q1 2023$1,004
-89.5%
24,099
-89.7%
0.18%
-91.6%
Q4 2022$9,575
-99.0%
234,168
-74.5%
2.17%
+929.9%
Q3 2022$917,000
+8.0%
917,588
+4283.0%
0.21%
+62.3%
Q2 2022$849,000
+4616.7%
20,935
-97.4%
0.13%
+66.7%
Q1 2022$18,000
-97.8%
806,095
+4302.5%
0.08%
-29.1%
Q4 2021$818,000
+23.2%
18,310
+26.0%
0.11%
+20.9%
Q3 2021$664,000
-90.3%
14,536
-90.3%
0.09%
-91.6%
Q4 2020$6,826,000150,2271.09%
Other shareholders
ISHARES TR shareholders Q1 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