Stonebridge Capital Advisors 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
Stonebridge Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,479
+191.3%
426
+176.6%
0.00%
+100.0%
Q3 2022$6,000
-76.9%
154
-72.6%
0.00%
-66.7%
Q3 2021$26,000
-50.0%
563
-50.0%
0.00%0.0%
Q2 2021$52,000
+100.0%
1,126
+100.0%
0.00%0.0%
Q1 2021$26,000
+8.3%
5630.0%0.00%
-25.0%
Q2 2020$24,000
+4.3%
5630.0%0.00%
-20.0%
Q1 2020$23,000
-11.5%
5630.0%0.01%
+25.0%
Q4 2019$26,000
-87.3%
563
-87.2%
0.00%
-88.6%
Q3 2019$204,000
-0.5%
4,3930.0%0.04%
-2.8%
Q2 2019$205,0000.0%4,3930.0%0.04%
-5.3%
Q1 2019$205,0004,3930.04%
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