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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,617 | +0.8% | 2,306 | +1.9% | 0.00% | 0.0% |
| Q2 2023 | $93,854 | -4.9% | 2,264 | -4.4% | 0.00% | 0.0% |
| Q1 2023 | $98,651 | +2.7% | 2,367 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $96,042 | +3.3% | 2,349 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $93,000 | -3.1% | 2,335 | -1.7% | 0.00% | 0.0% |
| Q2 2022 | $96,000 | -5.0% | 2,375 | +3.2% | 0.00% | 0.0% |
| Q1 2022 | $101,000 | -80.4% | 2,302 | -79.7% | 0.00% | -76.5% |
| Q4 2021 | $514,000 | +8.0% | 11,354 | +8.8% | 0.02% | 0.0% |
| Q3 2021 | $476,000 | +2.4% | 10,437 | +3.3% | 0.02% | 0.0% |
| Q2 2021 | $465,000 | +5.9% | 10,105 | +5.2% | 0.02% | 0.0% |
| Q1 2021 | $439,000 | +1.2% | 9,603 | +0.5% | 0.02% | -15.0% |
| Q4 2020 | $434,000 | +13.9% | 9,558 | +10.0% | 0.02% | +17.6% |
| Q3 2020 | $381,000 | +5.2% | 8,687 | +2.8% | 0.02% | 0.0% |
| Q2 2020 | $362,000 | +7.1% | 8,450 | +2.1% | 0.02% | -10.5% |
| Q1 2020 | $338,000 | -7.9% | 8,279 | +4.5% | 0.02% | +18.8% |
| Q4 2019 | $367,000 | +23.2% | 7,923 | +23.3% | 0.02% | +14.3% |
| Q3 2019 | $298,000 | +178.5% | 6,426 | +178.9% | 0.01% | +180.0% |
| Q2 2019 | $107,000 | – | 2,304 | – | 0.01% | – |
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% |