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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,550 | -0.6% | 5,152 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $214,735 | -16.8% | 5,152 | -18.9% | 0.01% | -36.4% |
| Q2 2022 | $258,000 | -16.8% | 6,353 | -10.0% | 0.02% | 0.0% |
| Q1 2022 | $310,000 | -4.0% | 7,056 | -0.9% | 0.02% | -4.3% |
| Q4 2021 | $323,000 | +32.4% | 7,123 | +33.2% | 0.02% | +21.1% |
| Q3 2021 | $244,000 | -16.2% | 5,348 | -15.3% | 0.02% | -17.4% |
| Q2 2021 | $291,000 | -9.3% | 6,312 | -9.9% | 0.02% | -14.8% |
| Q1 2021 | $321,000 | -0.6% | 7,002 | -1.5% | 0.03% | -10.0% |
| Q4 2020 | $323,000 | +2.5% | 7,111 | -0.8% | 0.03% | -11.8% |
| Q3 2020 | $315,000 | +10.9% | 7,166 | +8.3% | 0.03% | +9.7% |
| Q2 2020 | $284,000 | +381.4% | 6,619 | +432.9% | 0.03% | +287.5% |
| Q2 2017 | $59,000 | +73.5% | 1,242 | +70.8% | 0.01% | +100.0% |
| Q1 2017 | $34,000 | +100.0% | 727 | +100.8% | 0.00% | +100.0% |
| Q4 2016 | $17,000 | – | 362 | – | 0.00% | – |
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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% |