ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,232 | -1.0% | 2,004 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $83,074 | -0.6% | 2,004 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $83,534 | +1.9% | 2,004 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $81,951 | +2.4% | 2,004 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $80,000 | -1.2% | 2,004 | 0.0% | 0.02% | +10.5% |
| Q2 2022 | $81,000 | -8.0% | 2,004 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $88,000 | -3.3% | 2,004 | 0.0% | 0.02% | +12.5% |
| Q4 2021 | $91,000 | -1.1% | 2,004 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $92,000 | 0.0% | 2,004 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $92,000 | 0.0% | 2,004 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $92,000 | -12.4% | 2,004 | -13.3% | 0.02% | -10.0% |
| Q4 2020 | $105,000 | +4.0% | 2,312 | +0.2% | 0.02% | -9.1% |
| Q3 2020 | $101,000 | +2.0% | 2,307 | +0.2% | 0.02% | -8.3% |
| Q2 2020 | $99,000 | +5.3% | 2,303 | +0.2% | 0.02% | -4.0% |
| Q1 2020 | $94,000 | -12.1% | 2,298 | +0.1% | 0.02% | +13.6% |
| Q4 2019 | $107,000 | -9.3% | 2,296 | -9.1% | 0.02% | -15.4% |
| Q2 2019 | $118,000 | 0.0% | 2,525 | +0.3% | 0.03% | -3.7% |
| Q1 2019 | $118,000 | +5.4% | 2,518 | +0.2% | 0.03% | -10.0% |
| Q4 2018 | $112,000 | -25.3% | 2,513 | -21.2% | 0.03% | -11.8% |
| Q3 2018 | $150,000 | +1.4% | 3,190 | +0.5% | 0.03% | -8.1% |
| Q2 2018 | $148,000 | +0.7% | 3,173 | +1.1% | 0.04% | 0.0% |
| Q1 2018 | $147,000 | 0.0% | 3,140 | +0.9% | 0.04% | -2.6% |
| Q4 2017 | $147,000 | +11.4% | 3,112 | +12.6% | 0.04% | -5.0% |
| Q3 2017 | $132,000 | -12.6% | 2,764 | -12.4% | 0.04% | -14.9% |
| Q2 2017 | $151,000 | -4.4% | 3,155 | -4.7% | 0.05% | -6.0% |
| Q1 2017 | $158,000 | +88.1% | 3,312 | +86.1% | 0.05% | +78.6% |
| Q4 2016 | $84,000 | – | 1,780 | – | 0.03% | – |
Download | ||||||
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% |