Cascadia Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 492 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Cascadia Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$258,000
-19.4%
5,655
-18.5%
0.05%
-24.6%
Q2 2021$320,000
-70.3%
6,942
-71.7%
0.07%
-77.2%
Q3 2020$1,079,000
+16.1%
24,546
+13.4%
0.30%
+6.3%
Q2 2020$929,000
+3.9%
21,655
+12.5%
0.28%
+11.8%
Q4 2019$894,00019,2470.25%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Ocean Park Asset Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders