TSFG, LLC - 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
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10.0%260.0%0.00%
Q2 2023$10.0%260.0%0.00%
Q1 2023$10.0%260.0%0.00%
Q4 2022$1
-99.9%
260.0%0.00%
Q3 2022$1,0000.0%260.0%0.00%
Q2 2022$1,0000.0%260.0%0.00%
Q1 2022$1,0000.0%260.0%0.00%
Q4 2021$1,0000.0%260.0%0.00%
Q3 2021$1,0000.0%260.0%0.00%
Q2 2021$1,0000.0%260.0%0.00%
-100.0%
Q1 2021$1,000
-66.7%
26
-62.9%
0.00%
-50.0%
Q4 2020$3,0000.0%700.0%0.00%0.0%
Q3 2020$3,0000.0%700.0%0.00%0.0%
Q2 2020$3,0000.0%700.0%0.00%
-33.3%
Q1 2020$3,000
+200.0%
70
+169.2%
0.00%
+200.0%
Q4 2019$1,000
-75.0%
26
-66.2%
0.00%
-66.7%
Q3 2019$4,0000.0%770.0%0.00%0.0%
Q2 2019$4,0000.0%770.0%0.00%0.0%
Q1 2019$4,000770.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
EXELON CORP 840,020$38,053,00027.78%
Donoghue Forlines LLC 1,050,971$47,609,0008.05%
Divergent Planning, LLC 210,559$9,526,0006.97%
Thrive Capital Management, LLC 220,289$9,979,0006.50%
Clearwater Capital Advisors, LLC 1,230,875$55,759,0006.15%
Sound Income Strategies, LLC 1,081,764$49,004,0005.77%
B, B, H, & B INC. 151,453$6,861,0005.72%
Kathmere Capital Management, LLC 695,809$31,520,0005.47%
IRONWOOD WEALTH MANAGEMENT, INC. 161,492$7,316,0005.12%
Regal Wealth Group, Inc. 193,269$8,755,0004.93%
View complete list of ISHARES TR shareholders