ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,001,968 | -0.6% | 241,302 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $10,057,467 | +1.9% | 241,302 | 0.0% | 0.04% | +5.4% |
| Q4 2022 | $9,866,839 | +2.4% | 241,302 | 0.0% | 0.04% | +5.7% |
| Q3 2022 | $9,638,000 | -1.5% | 241,302 | 0.0% | 0.04% | -14.6% |
| Q2 2022 | $9,785,000 | -57.0% | 241,302 | -53.4% | 0.04% | -51.2% |
| Q1 2022 | $22,775,000 | -3.0% | 518,079 | 0.0% | 0.08% | -6.7% |
| Q4 2021 | $23,469,000 | -0.9% | 518,079 | 0.0% | 0.09% | -5.3% |
| Q3 2021 | $23,677,000 | +85.7% | 518,079 | +87.2% | 0.10% | +61.0% |
| Q2 2021 | $12,748,000 | +0.5% | 276,777 | 0.0% | 0.06% | -3.3% |
| Q1 2021 | $12,679,000 | +0.8% | 276,777 | 0.0% | 0.06% | +10.9% |
| Q4 2020 | $12,577,000 | – | 276,777 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Income Strategies, LLC | 1,025,983 | $46,621,000 | 10.29% |
| Donoghue Forlines LLC | 815,474 | $37,055,000 | 7.16% |
| Divergent Planning, LLC | 163,451 | $7,427,000 | 7.11% |
| Clearwater Capital Advisors, LLC | 1,075,847 | $48,886,000 | 6.49% |
| Kathmere Capital Management, LLC | 635,649 | $28,884,000 | 6.21% |
| MBM Wealth Consultants, LLC | 250,348 | $11,376,000 | 6.19% |
| Williams Financial, LLC | 137,861 | $6,264,000 | 5.92% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 135,159 | $6,142,000 | 5.53% |
| Thrive Capital Management, LLC | 112,977 | $5,134,000 | 5.46% |
| Advisor OS, LLC | 243,205 | $19,305,000 | 5.18% |