Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$814,262
-0.0%
19,846
+1.0%
0.01%
+8.3%
Q2 2023$814,445
-13.1%
19,649
-12.7%
0.01%
-20.0%
Q1 2023$937,675
-63.9%
22,497
-64.6%
0.02%
-65.9%
Q4 2022$2,599,033
+1282.5%
63,562
+1252.4%
0.04%
+1000.0%
Q3 2022$188,000
-15.7%
4,700
-14.4%
0.00%0.0%
Q2 2022$223,000
-7.1%
5,492
+0.6%
0.00%0.0%
Q1 2022$240,000
-6.2%
5,459
-3.3%
0.00%0.0%
Q4 2021$256,000
+146.2%
5,643
+147.5%
0.00%
+100.0%
Q3 2021$104,000
-5.5%
2,280
-4.4%
0.00%0.0%
Q2 2021$110,000
-100.0%
2,385
-77.7%
0.00%
-50.0%
Q1 2021$488,976,000
+20350.7%
10,674
-79.7%
0.00%
-92.3%
Q4 2020$2,391,000
+14.1%
52,625
+10.3%
0.05%
-1.9%
Q3 2020$2,096,000
+13.6%
47,693
+10.9%
0.05%0.0%
Q2 2020$1,845,000
+24.5%
43,006
+18.5%
0.05%
-1.9%
Q1 2020$1,482,000
+148100.0%
36,280
+116932.3%
0.05%
Q2 2017$1,0000.0%31
+40.9%
0.00%
Q1 2017$1,000220.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Wright Fund Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders