Paladin Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Paladin Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$62,612
-38.8%
1,526
-38.2%
0.05%
-35.4%
Q2 2023$102,382
-79.1%
2,470
-79.0%
0.08%
-79.9%
Q1 2023$489,490
+3.6%
11,744
+1.7%
0.41%
+0.7%
Q4 2022$472,280
+21.7%
11,550
+18.7%
0.40%
+14.1%
Q3 2022$388,000
-22.4%
9,732
-21.1%
0.35%
-17.7%
Q2 2022$500,000
+29.2%
12,337
+39.5%
0.43%
+36.5%
Q1 2022$387,000
+20.9%
8,842
+24.8%
0.32%
+21.2%
Q4 2021$320,0007,0840.26%
Other shareholders
ISHARES TR shareholders Q4 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