Golden State Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$269,000
+59.2%
5,929
+54.4%
0.08%
+39.3%
Q3 2020$169,000
-28.7%
3,840
-30.5%
0.06%
-8.2%
Q2 2020$237,000
+347.2%
5,526
+323.8%
0.06%
+165.2%
Q1 2020$53,000
+39.5%
1,304
+61.0%
0.02%
+76.9%
Q3 2019$38,000
+72.7%
810
+67.0%
0.01%
+85.7%
Q2 2019$22,000
-4.3%
4850.0%0.01%
-12.5%
Q1 2019$23,0004850.01%
Other shareholders
ISHARES TR shareholders Q3 2020
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