NOVARE CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 457 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
NOVARE CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$329,000
-65.3%
7,194
-65.0%
0.04%
-65.1%
Q2 2021$947,000
+16.5%
20,566
+15.8%
0.11%
+8.2%
Q1 2021$813,000
+26.8%
17,755
+25.8%
0.10%
+18.1%
Q4 2020$641,000
+16.8%
14,116
+13.0%
0.08%
+7.8%
Q3 2020$549,000
+17.3%
12,489
+14.5%
0.08%
+10.0%
Q2 2020$468,000
+8.3%
10,910
+3.3%
0.07%
-7.9%
Q1 2020$432,000
-2.0%
10,560
+11.1%
0.08%
+24.6%
Q4 2019$441,000
+5.0%
9,505
+5.3%
0.06%
-1.6%
Q3 2019$420,000
+28.0%
9,026
+28.6%
0.06%
+24.0%
Q2 2019$328,000
+4.8%
7,021
+4.9%
0.05%
+2.0%
Q1 2019$313,000
+2.6%
6,693
-2.1%
0.05%
-12.5%
Q4 2018$305,000
-22.0%
6,837
-17.7%
0.06%
-9.7%
Q3 2018$391,000
+8.6%
8,303
+7.4%
0.06%
+1.6%
Q2 2018$360,000
+16.9%
7,728
+17.5%
0.06%
+13.0%
Q1 2018$308,000
+20.3%
6,578
+21.0%
0.05%
+22.7%
Q4 2017$256,000
+14.3%
5,435
+16.0%
0.04%
+12.8%
Q3 2017$224,000
+5.2%
4,685
+5.4%
0.04%
-18.8%
Q2 2017$213,0004,4450.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders