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 2022 | $211,000 | -5.0% | 5,212 | +3.4% | 0.07% | +10.0% |
| Q1 2022 | $222,000 | -19.3% | 5,041 | -16.8% | 0.06% | -13.0% |
| Q4 2021 | $275,000 | -6.5% | 6,062 | -5.6% | 0.07% | -10.4% |
| Q3 2021 | $294,000 | -91.2% | 6,423 | -92.2% | 0.08% | -94.8% |
| Q1 2020 | $3,353,000 | -36.9% | 82,041 | -28.3% | 1.49% | -10.5% |
| Q4 2019 | $5,314,000 | +1.8% | 114,449 | +1.9% | 1.67% | -3.1% |
| Q3 2019 | $5,222,000 | +3.3% | 112,323 | +3.8% | 1.72% | +5.6% |
| Q2 2019 | $5,055,000 | -5.1% | 108,238 | -5.0% | 1.63% | -7.2% |
| Q1 2019 | $5,324,000 | +0.9% | 113,982 | -3.8% | 1.76% | -6.1% |
| Q4 2018 | $5,276,000 | -11.5% | 118,437 | -6.5% | 1.87% | -1.6% |
| Q3 2018 | $5,962,000 | +26.9% | 126,639 | +25.6% | 1.90% | +20.6% |
| Q2 2018 | $4,699,000 | -23.9% | 100,801 | -23.6% | 1.58% | -23.6% |
| Q1 2018 | $6,174,000 | – | 131,958 | – | 2.06% | – |
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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% |