Continuum Advisory, 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
Continuum Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,472,321
+46.6%
35,884
+48.1%
0.24%
+47.5%
Q2 2023$1,004,375
+30.9%
24,231
+31.7%
0.16%
+23.1%
Q1 2023$767,079
+28.5%
18,404
+26.1%
0.13%
+20.4%
Q4 2022$596,994
+52.7%
14,600
+48.9%
0.11%
+56.5%
Q3 2022$391,000
-83.5%
9,802
-83.2%
0.07%
-84.0%
Q2 2022$2,364,000
+24.4%
58,306
+31.0%
0.43%
+19.1%
Q1 2022$1,901,000
+184.2%
44,510
+164.8%
0.36%
-19.8%
Q1 2020$669,000
+175.3%
16,807
+208.2%
0.45%
+151.4%
Q4 2018$243,000
-13.5%
5,454
-8.9%
0.18%
-4.3%
Q3 2018$281,000
+14.7%
5,985
+14.0%
0.19%
+4.5%
Q2 2018$245,0005,2510.18%
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