Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,570
-67.0%
87
-66.7%
0.00%
Q2 2023$10,818
-0.6%
2610.0%0.00%
Q1 2023$10,878
-16.9%
261
-18.4%
0.00%
Q4 2022$13,085
+161.7%
320
+150.0%
0.00%
Q3 2022$5,000
-50.0%
128
-45.8%
0.00%
Q2 2022$10,0000.0%2360.0%0.00%
Q1 2022$10,000
-9.1%
2360.0%0.00%
Q4 2021$11,0000.0%2360.0%0.00%
Q3 2021$11,000
-85.5%
236
-85.8%
0.00%
-100.0%
Q2 2021$76,0000.0%1,6570.0%0.00%
-33.3%
Q1 2021$76,000
-10.6%
1,657
-11.6%
0.00%
-25.0%
Q4 2020$85,000
+750.0%
1,875
+694.5%
0.00%
+300.0%
Q3 2020$10,000
-80.4%
236
-80.4%
0.00%
-66.7%
Q2 2020$51,000
-20.3%
1,204
-23.7%
0.00%
-50.0%
Q1 2020$64,000
-48.8%
1,577
-41.5%
0.01%
-33.3%
Q4 2019$125,000
+56.2%
2,696
+56.5%
0.01%
+125.0%
Q3 2019$80,0001,7230.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 489,395$20,011,00013.24%
KilterHowling LLC 287,862$11,770,66212.45%
RETIREMENT FINANCIAL SOLUTIONS, LLC 307,897$12,589,91110.70%
DELPHI FINANCIAL GROUP, INC. 308,350$12,611,5156.35%
Thrive Capital Management, LLC 208,461$8,523,9785.57%
F3Logic, LLC 645,888$26,410,4025.55%
Gallagher Benefit Services, Inc. 645,888$26,410,4025.55%
Sound Income Strategies, LLC 1,035,667$42,348,4185.40%
FinDec Wealth Services, Inc. 156,358$6,393,4795.28%
FINANCIAL ADVISORY PARTNERS, LLC 311,634$12,742,7145.25%
View complete list of ISHARES TR shareholders