J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$349,130
+12.8%
8,509
+14.0%
0.03%
+18.2%
Q2 2023$309,510
-64.8%
7,467
-64.6%
0.02%
-65.1%
Q1 2023$878,803
-20.9%
21,085
-22.4%
0.06%
-25.9%
Q4 2022$1,111,434
-11.5%
27,181
-13.6%
0.08%
-19.0%
Q3 2022$1,256,000
+19.6%
31,457
+21.5%
0.10%
+25.0%
Q2 2022$1,050,000
-60.0%
25,895
-56.6%
0.08%
-52.3%
Q1 2022$2,625,000
+0.8%
59,703
+3.9%
0.18%
+4.1%
Q4 2021$2,603,000
+30.3%
57,469
+32.5%
0.17%
+7.6%
Q2 2021$1,998,000
-1.9%
43,383
-2.4%
0.16%
-19.9%
Q1 2021$2,037,000
+8.4%
44,460
+7.4%
0.20%
+0.5%
Q4 2020$1,880,000
+131.2%
41,378
+123.7%
0.20%
+214.5%
Q3 2020$813,000
-9.4%
18,501
-11.5%
0.06%
-54.1%
Q2 2020$897,000
+3.2%
20,904
+11.7%
0.14%
+22.7%
Q4 2019$869,00018,7150.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Wright Fund Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders