Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. 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 Q1 2023
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