Investments & Financial Planning, 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
Investments & Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$668,425
-2.5%
16,291
-1.5%
0.60%
+0.3%
Q2 2023$685,520
-6.0%
16,538
-5.5%
0.59%
-11.3%
Q1 2023$729,533
-12.3%
17,503
-14.0%
0.67%
-17.8%
Q4 2022$832,244
-27.9%
20,353
-28.5%
0.82%
-31.5%
Q2 2022$1,155,000
-11.8%
28,479
-4.3%
1.19%
+4.0%
Q1 2022$1,309,000
-8.7%
29,774
-8.4%
1.14%
-11.0%
Q4 2021$1,433,00032,5051.29%
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