Cascadia Advisory Services, 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
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 Q3 2020
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