ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 80 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $9,077 | +2.9% | 215 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $8,821 | -1.0% | 215 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $8,911 | -0.6% | 215 | 0.0% | 0.00% | -33.3% |
Q1 2023 | $8,961 | +1.9% | 215 | 0.0% | 0.00% | +50.0% |
Q4 2022 | $8,791 | +9.9% | 215 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $8,000 | 0.0% | 215 | +7.5% | 0.00% | 0.0% |
Q2 2022 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $8,000 | -38.5% | 200 | -33.3% | 0.00% | -33.3% |
Q4 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% |
Q1 2020 | $12,000 | -7.7% | 300 | 0.0% | 0.00% | +33.3% |
Q4 2019 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $13,000 | -7.1% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $14,000 | +7.7% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $13,000 | -53.6% | 300 | -50.0% | 0.00% | -50.0% |
Q3 2018 | $28,000 | -62.2% | 600 | -62.5% | 0.01% | -64.7% |
Q2 2018 | $74,000 | 0.0% | 1,600 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $74,000 | -1.3% | 1,600 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $75,000 | -1.3% | 1,600 | 0.0% | 0.02% | -5.6% |
Q3 2017 | $76,000 | +1.3% | 1,600 | 0.0% | 0.02% | -5.3% |
Q2 2017 | $75,000 | +435.7% | 1,600 | +433.3% | 0.02% | +375.0% |
Q1 2017 | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $14,000 | +7.7% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $13,000 | – | 300 | – | 0.00% | – |
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% |