ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 244 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,222,120 | +2.3% | 29,786 | +3.3% | 0.43% | +8.3% |
| Q2 2023 | $1,194,672 | -4.0% | 28,822 | -3.5% | 0.40% | +21.6% |
| Q1 2023 | $1,244,273 | +51.2% | 29,853 | +48.4% | 0.33% | +21.5% |
| Q4 2022 | $822,666 | -75.8% | 20,119 | -73.2% | 0.27% | -72.2% |
| Q4 2021 | $3,399,000 | -9.4% | 75,036 | -8.6% | 0.97% | -14.3% |
| Q3 2021 | $3,751,000 | -6.2% | 82,069 | -5.5% | 1.13% | +6.6% |
| Q2 2021 | $3,998,000 | +3.9% | 86,805 | +3.3% | 1.06% | -6.2% |
| Q1 2021 | $3,849,000 | +0.9% | 84,015 | +0.0% | 1.13% | +41.1% |
| Q4 2020 | $3,816,000 | +13.7% | 83,974 | +10.0% | 0.80% | +14.9% |
| Q3 2020 | $3,355,000 | -27.8% | 76,328 | -23.7% | 0.70% | -24.4% |
| Q4 2019 | $4,644,000 | +0.2% | 100,024 | +0.3% | 0.92% | +11.4% |
| Q3 2019 | $4,635,000 | -3.5% | 99,689 | -3.1% | 0.83% | +2.1% |
| Q2 2019 | $4,803,000 | +9.9% | 102,841 | +9.9% | 0.81% | +12.4% |
| Q1 2019 | $4,371,000 | +525.3% | 93,569 | +496.1% | 0.72% | +712.4% |
| Q4 2018 | $699,000 | -85.8% | 15,697 | -85.0% | 0.09% | -87.7% |
| Q3 2018 | $4,930,000 | -0.6% | 104,711 | -1.5% | 0.72% | -3.7% |
| Q2 2018 | $4,958,000 | -4.2% | 106,359 | -3.9% | 0.75% | -9.8% |
| Q1 2018 | $5,176,000 | +90.0% | 110,629 | +91.4% | 0.83% | +76.9% |
| Q4 2017 | $2,724,000 | -0.3% | 57,793 | +1.2% | 0.47% | -4.5% |
| Q3 2017 | $2,731,000 | +446.2% | 57,093 | +446.8% | 0.49% | +424.5% |
| Q2 2017 | $500,000 | +5.3% | 10,441 | +5.0% | 0.09% | -1.1% |
| Q1 2017 | $475,000 | -1.2% | 9,940 | -2.2% | 0.10% | +4.4% |
| Q4 2016 | $481,000 | +4.8% | 10,159 | +4.5% | 0.09% | +11.0% |
| Q3 2016 | $459,000 | +16.8% | 9,718 | +14.7% | 0.08% | +22.4% |
| Q2 2016 | $393,000 | – | 8,471 | – | 0.07% | – |
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% |