Financial Advocates Investment Management - 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
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$868,433
+76.1%
22,729
+92.1%
0.06%
+80.0%
Q1 2023$493,131
-51.6%
11,831
-52.5%
0.04%
-53.9%
Q4 2022$1,018,944
+33.0%
24,919
+81.1%
0.08%
+20.6%
Q3 2022$766,000
+82.4%
13,758
+33.1%
0.06%
+85.3%
Q2 2022$420,000
-30.5%
10,335
-24.9%
0.03%
-15.0%
Q1 2022$604,000
-9.2%
13,755
-6.3%
0.04%
-4.8%
Q4 2021$665,000
+1.8%
14,680
+2.8%
0.04%
-4.5%
Q3 2021$653,000
-0.3%
14,286
+0.6%
0.04%0.0%
Q2 2021$655,000
-12.4%
14,202
-13.0%
0.04%
-17.0%
Q1 2021$748,000
-1.7%
16,326
-1.4%
0.05%
+1.9%
Q4 2020$761,000
-46.4%
16,556
-48.8%
0.05%
-57.0%
Q3 2020$1,420,000
+0.4%
32,312
-1.9%
0.12%
-9.7%
Q2 2020$1,414,000
+25.4%
32,952
+19.4%
0.13%
-16.8%
Q1 2020$1,128,000
+41.5%
27,595
+60.8%
0.16%
+89.4%
Q4 2019$797,000
+220.1%
17,156
+219.7%
0.08%
+203.6%
Q3 2019$249,000
-6.0%
5,366
-5.5%
0.03%
-9.7%
Q2 2019$265,000
-0.7%
5,676
-0.7%
0.03%
-6.1%
Q1 2019$267,000
-23.7%
5,717
-27.2%
0.03%
-31.2%
Q4 2018$350,000
+69.9%
7,852
+79.2%
0.05%
+108.7%
Q3 2018$206,000
+2.5%
4,382
+1.4%
0.02%
-4.2%
Q2 2018$201,0004,3230.02%
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