SignalPoint Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 379 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SignalPoint Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$291,000
-1.4%
7,2870.0%0.11%
+2.8%
Q2 2022$295,000
-10.6%
7,287
-2.9%
0.11%
+2.9%
Q1 2022$330,000
-4.6%
7,508
-1.9%
0.10%
-0.9%
Q4 2021$346,000
-9.9%
7,650
-9.0%
0.11%
-13.8%
Q3 2021$384,000
-0.5%
8,410
+0.4%
0.12%
-2.4%
Q2 2021$386,000
+2.1%
8,380
+1.6%
0.13%
-6.0%
Q1 2021$378,000
-4.3%
8,250
-5.2%
0.13%
-10.1%
Q4 2020$395,000
+6.2%
8,702
+2.9%
0.15%
-3.9%
Q3 2020$372,000
+2.5%
8,459
-0.1%
0.16%
-4.9%
Q2 2020$363,000
+12.4%
8,468
+7.3%
0.16%
-4.1%
Q1 2020$323,000
-9.3%
7,894
+3.0%
0.17%
+13.3%
Q4 2019$356,000
-3.8%
7,663
-3.8%
0.15%
-8.5%
Q3 2019$370,000
+1.1%
7,968
+1.7%
0.16%
-6.3%
Q2 2019$366,000
+1.4%
7,832
+1.5%
0.18%
+10.8%
Q1 2019$361,000
+3.1%
7,716
-1.6%
0.16%
-6.5%
Q4 2018$350,000
-3.6%
7,843
+1.6%
0.17%
+4.3%
Q3 2018$363,000
+7.4%
7,717
+6.3%
0.16%
+0.6%
Q2 2018$338,000
+0.6%
7,259
+1.1%
0.16%0.0%
Q1 2018$336,000
+4.0%
7,181
+4.7%
0.16%
+83.0%
Q4 2017$323,000
+0.6%
6,858
+2.0%
0.09%
-45.7%
Q3 2017$321,000
-5.0%
6,721
-6.0%
0.16%
+86.2%
Q4 2016$338,0007,1510.09%
Other shareholders
ISHARES TR shareholders Q3 2020
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