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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $585,000 | -20.3% | 13,309 | -17.1% | 0.13% | -22.1% |
Q3 2021 | $734,000 | -2.9% | 16,059 | -2.1% | 0.16% | +1.9% |
Q2 2021 | $756,000 | -6.9% | 16,404 | -7.4% | 0.16% | -14.0% |
Q1 2021 | $812,000 | +40.5% | 17,722 | +39.4% | 0.19% | +34.8% |
Q4 2020 | $578,000 | -2.2% | 12,714 | -5.4% | 0.14% | -9.8% |
Q3 2020 | $591,000 | +93.1% | 13,441 | +88.6% | 0.15% | +86.6% |
Q2 2020 | $306,000 | – | 7,128 | – | 0.08% | – |
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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% |