Kathleen S. Wright Associates Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$373,249
+0.9%
9,097
+2.0%
0.21%
-11.4%
Q2 2023$369,816
-0.6%
8,9220.0%0.24%
-3.3%
Q1 2023$371,868
+3.6%
8,922
+1.7%
0.24%
+0.4%
Q4 2022$359,000
-16.3%
8,772
-18.3%
0.24%
-30.2%
Q3 2022$429,000
+2.1%
10,737
+3.6%
0.35%
-1.4%
Q2 2022$420,000
-7.9%
10,3670.0%0.35%
+6.0%
Q1 2022$456,000
-3.0%
10,367
+0.0%
0.33%
-3.8%
Q4 2021$470,00010,3640.35%
Other shareholders
ISHARES TR shareholders Q4 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