ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,562,095 | -10.9% | 38,072 | -9.9% | 0.19% | -7.2% |
| Q2 2023 | $1,752,299 | -6.0% | 42,275 | -5.4% | 0.21% | -6.3% |
| Q1 2023 | $1,863,263 | +0.6% | 44,704 | -1.3% | 0.22% | -15.8% |
| Q4 2022 | $1,852,671 | -3.7% | 45,309 | -5.9% | 0.26% | -8.0% |
| Q3 2022 | $1,923,000 | +2.3% | 48,150 | +3.8% | 0.29% | +8.7% |
| Q2 2022 | $1,880,000 | +0.7% | 46,373 | +9.2% | 0.26% | +15.7% |
| Q1 2022 | $1,867,000 | +13.4% | 42,475 | +16.9% | 0.23% | +23.1% |
| Q4 2021 | $1,646,000 | +15.5% | 36,341 | +16.5% | 0.19% | +6.9% |
| Q3 2021 | $1,425,000 | +25.9% | 31,184 | +26.9% | 0.17% | +27.0% |
| Q2 2021 | $1,132,000 | +44.9% | 24,567 | +44.1% | 0.14% | +35.6% |
| Q1 2021 | $781,000 | +113.4% | 17,054 | +111.9% | 0.10% | +106.1% |
| Q4 2020 | $366,000 | +1.7% | 8,050 | -1.7% | 0.05% | -7.5% |
| Q3 2020 | $360,000 | -13.5% | 8,191 | -15.6% | 0.05% | -19.7% |
| Q2 2020 | $416,000 | -19.2% | 9,703 | -23.0% | 0.07% | -32.7% |
| Q1 2020 | $515,000 | -28.2% | 12,595 | -18.5% | 0.10% | -10.9% |
| Q4 2019 | $717,000 | -5.8% | 15,453 | -5.5% | 0.11% | 0.0% |
| Q3 2019 | $761,000 | -3.3% | 16,360 | -3.0% | 0.11% | -7.6% |
| Q2 2019 | $787,000 | -45.8% | 16,865 | -45.8% | 0.12% | -46.2% |
| Q1 2019 | $1,453,000 | +7.5% | 31,109 | +2.6% | 0.22% | -2.2% |
| Q4 2018 | $1,351,000 | -6.2% | 30,324 | -0.8% | 0.23% | +7.6% |
| Q3 2018 | $1,440,000 | -8.4% | 30,581 | -9.3% | 0.21% | -14.6% |
| Q2 2018 | $1,572,000 | +19.9% | 33,717 | +20.3% | 0.25% | +9.8% |
| Q1 2018 | $1,311,000 | +35.9% | 28,017 | +36.8% | 0.22% | +47.4% |
| Q4 2017 | $965,000 | +22.3% | 20,474 | +24.1% | 0.15% | +3.4% |
| Q3 2017 | $789,000 | -1.5% | 16,500 | -1.4% | 0.15% | -2.6% |
| Q2 2017 | $801,000 | – | 16,735 | – | 0.15% | – |
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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% |