Capital Analysts, 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
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,857
-1.3%
45,258
-0.3%
0.10%
-1.9%
Q2 2023$1,882
-8.9%
45,404
-8.3%
0.10%
-11.0%
Q1 2023$2,065
-10.7%
49,538
-12.4%
0.12%
-16.3%
Q4 2022$2,313
-99.8%
56,562
+46.7%
0.14%
+33.0%
Q3 2022$1,540,000
+15.9%
38,556
+17.6%
0.11%
+15.2%
Q2 2022$1,329,000
-3.6%
32,773
+4.6%
0.09%
+5.7%
Q1 2022$1,378,000
+14.7%
31,341
+18.2%
0.09%
+19.2%
Q4 2021$1,201,000
+0.8%
26,526
+1.8%
0.07%
-6.4%
Q3 2021$1,191,000
+1.6%
26,065
+2.4%
0.08%
-1.3%
Q2 2021$1,172,000
+93.4%
25,457
+92.4%
0.08%
+88.1%
Q1 2021$606,000
+88.8%
13,232
+87.5%
0.04%
+50.0%
Q4 2020$321,000
-97.7%
7,058
-97.8%
0.03%
-97.9%
Q3 2020$13,815,000
+11.9%
314,337
+9.2%
1.31%
+1.2%
Q2 2020$12,348,000
+19.5%
287,901
+13.8%
1.30%
+2.2%
Q1 2020$10,337,000
-46.6%
252,935
-39.3%
1.27%
-33.7%
Q4 2019$19,353,000
+1.2%
416,810
+1.3%
1.91%
-5.3%
Q3 2019$19,122,000
+1.6%
411,327
+2.1%
2.02%
-1.4%
Q2 2019$18,819,000
-0.9%
402,983
-0.9%
2.05%
-6.6%
Q1 2019$18,994,000
+7.0%
406,654
+2.0%
2.20%
-5.9%
Q4 2018$17,754,000
+15611.5%
398,529
+16574.9%
2.33%
+11560.0%
Q4 2016$113,0002,3900.02%
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