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

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. 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 Q3 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