Occidental Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 215 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$9,683,000
+6.5%
208,553
+6.6%
3.95%
+3.6%
Q3 2019$9,095,000
+12.0%
195,626
+12.6%
3.81%
+4.3%
Q2 2019$8,117,000
+23.2%
173,806
+23.3%
3.65%
+15.4%
Q1 2019$6,586,000
+19.8%
141,007
+14.3%
3.17%
+1.9%
Q4 2018$5,498,000
+12.5%
123,415
+18.9%
3.11%
+27.4%
Q3 2018$4,888,000
+1372.3%
103,826
+1358.6%
2.44%
+1278.0%
Q2 2018$332,0007,1180.18%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 489,395$20,011,00013.24%
KilterHowling LLC 287,862$11,770,66212.45%
RETIREMENT FINANCIAL SOLUTIONS, LLC 307,897$12,589,91110.70%
DELPHI FINANCIAL GROUP, INC. 308,350$12,611,5156.35%
Thrive Capital Management, LLC 208,461$8,523,9785.57%
F3Logic, LLC 645,888$26,410,4025.55%
Gallagher Benefit Services, Inc. 645,888$26,410,4025.55%
Sound Income Strategies, LLC 1,035,667$42,348,4185.40%
FinDec Wealth Services, Inc. 156,358$6,393,4795.28%
FINANCIAL ADVISORY PARTNERS, LLC 311,634$12,742,7145.25%
View complete list of ISHARES TR shareholders