SPINNAKER TRUST - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SPINNAKER TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$7,960,000
+103.5%
172,596
+104.5%
0.55%
+1.9%
Q2 2016$3,911,000
-2.7%
84,408
-5.5%
0.54%
-4.6%
Q1 2016$4,021,000
+4.9%
89,278
+3.7%
0.56%
+3.3%
Q4 2015$3,833,00086,0660.55%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 1,025,983$46,621,00010.29%
Donoghue Forlines LLC 815,474$37,055,0007.16%
Divergent Planning, LLC 163,451$7,427,0007.11%
Clearwater Capital Advisors, LLC 1,075,847$48,886,0006.49%
Kathmere Capital Management, LLC 635,649$28,884,0006.21%
MBM Wealth Consultants, LLC 250,348$11,376,0006.19%
Williams Financial, LLC 137,861$6,264,0005.92%
IRONWOOD WEALTH MANAGEMENT, INC. 135,159$6,142,0005.53%
Thrive Capital Management, LLC 112,977$5,134,0005.46%
Advisor OS, LLC 243,205$19,305,0005.18%
View complete list of ISHARES TR shareholders