BT Wealth 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
BT Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$362,0000.0%7,7870.0%0.18%
-8.9%
Q3 2019$362,000
+0.8%
7,7870.0%0.20%
-2.4%
Q2 2019$359,000
-1.4%
7,7870.0%0.21%
-3.3%
Q1 2019$364,000
+1.1%
7,7870.0%0.21%
+38.1%
Q4 2018$360,0007,7870.16%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 830,112$38,592,00011.67%
WP Advisors, LLC 178,675$8,307,0009.52%
MBM Wealth Consultants, LLC 153,459$7,134,0005.60%
Bernicke Wealth Management, Ltd. 184,216$8,564,0004.96%
Sage Advisory Services, Ltd.Co. 280,224$13,022,0004.26%
Leicht Financial Planning & Wealth Management, Inc. 86,084$4,002,0003.82%
Occidental Asset Management, LLC 195,626$9,095,0003.81%
IRON Financial LLC 105,490$4,904,0003.65%
Probity Advisors, Inc. 241,912$11,246,0003.65%
Redhawk Wealth Advisors, Inc. 180,049$8,370,0003.59%
View complete list of ISHARES TR shareholders