ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149,722 | -1.0% | 3,650 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $151,292 | -0.6% | 3,650 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $152,131 | -17.3% | 3,650 | -18.9% | 0.00% | -25.0% |
| Q4 2022 | $183,917 | +2.2% | 4,499 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $180,000 | -2.2% | 4,499 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $184,000 | -97.2% | 4,534 | -97.0% | 0.00% | -96.4% |
| Q1 2022 | $6,659,000 | -5.0% | 151,499 | -2.1% | 0.11% | -1.8% |
| Q4 2021 | $7,011,000 | +6.6% | 154,809 | +7.5% | 0.11% | -5.0% |
| Q3 2021 | $6,579,000 | -7.2% | 143,975 | -6.5% | 0.12% | -4.8% |
| Q2 2021 | $7,092,000 | +0.2% | 153,975 | -0.3% | 0.13% | -8.0% |
| Q1 2021 | $7,076,000 | -1.9% | 154,475 | -2.7% | 0.14% | -11.0% |
| Q4 2020 | $7,216,000 | +2.9% | 158,825 | -0.5% | 0.15% | -7.8% |
| Q3 2020 | $7,015,000 | +40.4% | 159,600 | +36.9% | 0.17% | +20.1% |
| Q2 2020 | $4,998,000 | – | 116,550 | – | 0.14% | – |
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% |