Archford Capital Strategies, LLC - 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
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,706,000
+7.2%
37,651
+8.1%
0.39%
+4.0%
Q3 2021$1,592,000
-40.6%
34,832
-40.1%
0.38%
-44.1%
Q2 2021$2,678,000
+59.8%
58,146
+59.2%
0.67%
+50.8%
Q1 2021$1,676,000
-16.0%
36,522
-16.7%
0.44%
-3.1%
Q4 2020$1,995,000
+4.2%
43,837
+0.7%
0.46%
-10.5%
Q3 2020$1,914,000
+16.6%
43,539
+13.8%
0.51%
+5.1%
Q2 2020$1,641,000
+578.1%
38,253
+547.1%
0.49%
+413.7%
Q1 2020$242,000
-76.3%
5,911
-73.1%
0.10%
-75.1%
Q3 2019$1,020,000
+6.0%
21,945
+6.5%
0.38%
+8.9%
Q2 2019$962,000
+0.9%
20,598
+0.9%
0.35%
-0.3%
Q1 2019$953,000
+117.6%
20,408
+107.5%
0.35%
+99.4%
Q4 2018$438,0009,8360.18%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
BTS Asset Management, Inc. 949,514$41,741,00012.80%
Divergent Planning, LLC 352,028$15,419,0009.87%
Value Monitoring, Inc. 36,646$1,611,0009.35%
Thrive Capital Management, LLC 269,754$11,858,0007.15%
B, B, H, & B INC. 156,560$6,882,0006.49%
Sound Income Strategies, LLC 1,077,688$47,375,0005.45%
Legacy Financial Group LLC 418,177$18,383,0005.39%
Kathmere Capital Management, LLC 715,443$31,451,0005.35%
IRONWOOD WEALTH MANAGEMENT, INC. 164,159$7,216,0005.21%
Regal Wealth Group, Inc. 187,064$8,057,0005.02%
View complete list of ISHARES TR shareholders