Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$276,146
+27.4%
6,730
+28.7%
0.03%
+4.0%
Q2 2023$216,745
-53.0%
5,229
-48.6%
0.02%
-59.0%
Q4 2021$461,000
-3.8%
10,182
-2.9%
0.06%
-11.6%
Q3 2021$479,000
+2.4%
10,490
+3.1%
0.07%
+21.1%
Q2 2021$468,000
+12.5%
10,170
+11.8%
0.06%
-17.4%
Q1 2021$416,000
+4522.2%
9,100
+4382.8%
0.07%
+3350.0%
Q4 2020$9,000
-99.9%
203
+6.8%
0.00%
-50.0%
Q3 2020$8,386,000
+40.4%
190
+37.7%
0.00%
+33.3%
Q2 2020$5,972,000
+10.7%
138
+4.5%
0.00%0.0%
Q1 2020$5,395,000
-41.0%
132
-32.7%
0.00%
-40.0%
Q4 2019$9,147,0001960.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders