Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 241 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$16,0000.0%346
+0.3%
0.00%0.0%
Q2 2021$16,0000.0%345
+0.6%
0.00%0.0%
Q1 2021$16,0000.0%343
+0.3%
0.00%
-33.3%
Q4 2020$16,000
+6.7%
342
+0.9%
0.00%0.0%
Q3 2020$15,000
-75.8%
339
-76.4%
0.00%
-75.0%
Q2 2020$62,000
+5.1%
1,436
-1.0%
0.01%
-7.7%
Q1 2020$59,000
+555.6%
1,451
+625.5%
0.01%
+550.0%
Q4 2019$9,0000.0%2000.0%0.00%0.0%
Q3 2019$9,0000.0%2000.0%0.00%0.0%
Q2 2019$9,0000.0%2000.0%0.00%0.0%
Q1 2019$9,0000.0%2000.0%0.00%0.0%
Q4 2018$9,0000.0%2000.0%0.00%0.0%
Q3 2018$9,000
-18.2%
200
-11.5%
0.00%
-33.3%
Q2 2018$11,000
+22.2%
226
+13.0%
0.00%0.0%
Q1 2018$9,0000.0%2000.0%0.00%0.0%
Q4 2017$9,000
-10.0%
2000.0%0.00%0.0%
Q3 2017$10,0000.0%2000.0%0.00%
-25.0%
Q2 2017$10,0000.0%2000.0%0.00%
-20.0%
Q1 2017$10,0000.0%2000.0%0.01%
-16.7%
Q4 2016$10,000
+11.1%
2000.0%0.01%
+50.0%
Q3 2016$9,000
-64.0%
200
-63.3%
0.00%
-66.7%
Q2 2016$25,0005450.01%
Other shareholders
ISHARES TR shareholders Q3 2019
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