Spire Wealth Management - 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
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$64,946
-64.2%
1,583
-63.8%
0.00%
-71.4%
Q2 2023$181,442
+33.0%
4,377
+33.7%
0.01%
+40.0%
Q1 2023$136,454
+12260.0%
3,274
-87.9%
0.01%
-91.9%
Q4 2022$1,104
-99.5%
26,996
+350.5%
0.06%
+313.3%
Q3 2022$239,000
-34.7%
5,992
-33.6%
0.02%0.0%
Q2 2022$366,000
-44.2%
9,023
-39.6%
0.02%
-16.7%
Q1 2022$656,000
-14.4%
14,927
-11.7%
0.02%
+5.9%
Q4 2021$766,000
+2.0%
16,905
+2.8%
0.02%
-15.0%
Q3 2021$751,000
-19.6%
16,437
-18.9%
0.02%
-20.0%
Q2 2021$934,000
-9.2%
20,276
-9.7%
0.02%
-7.4%
Q1 2021$1,029,00022,4610.03%
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