Cascadia Advisory Services, 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
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 2021
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 1,025,983$46,621,00010.29%
Donoghue Forlines LLC 815,474$37,055,0007.16%
Divergent Planning, LLC 163,451$7,427,0007.11%
Clearwater Capital Advisors, LLC 1,075,847$48,886,0006.49%
Kathmere Capital Management, LLC 635,649$28,884,0006.21%
MBM Wealth Consultants, LLC 250,348$11,376,0006.19%
Williams Financial, LLC 137,861$6,264,0005.92%
IRONWOOD WEALTH MANAGEMENT, INC. 135,159$6,142,0005.53%
Thrive Capital Management, LLC 112,977$5,134,0005.46%
Advisor OS, LLC 243,205$19,305,0005.18%
View complete list of ISHARES TR shareholders