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 | $389,334 | +20.5% | 9,489 | +21.7% | 0.00% | – |
| Q2 2023 | $323,103 | +104126.8% | 7,795 | +4.7% | 0.00% | – |
| Q1 2023 | $310 | -99.6% | 7,445 | -99.6% | 0.00% | -100.0% |
| Q4 2022 | $72,305 | -85.1% | 1,768,278 | +14727.1% | 0.04% | – |
| Q2 2022 | $484,000 | +119.0% | 11,926 | +144.1% | 0.00% | – |
| Q4 2021 | $221,000 | -66.7% | 4,886 | -66.1% | 0.00% | – |
| Q2 2021 | $664,000 | -72.8% | 14,412 | -72.9% | 0.00% | -100.0% |
| Q1 2021 | $2,441,000 | -44.8% | 53,276 | -45.3% | 0.00% | -33.3% |
| Q4 2020 | $4,423,000 | +1919.6% | 97,334 | +1850.2% | 0.00% | – |
| Q3 2020 | $219,000 | -23.2% | 4,991 | -24.8% | 0.00% | – |
| Q2 2020 | $285,000 | -46.3% | 6,638 | -41.9% | 0.00% | -100.0% |
| Q4 2019 | $531,000 | -60.5% | 11,432 | -60.0% | 0.00% | -50.0% |
| Q3 2018 | $1,344,000 | -56.0% | 28,557 | -56.5% | 0.00% | -50.0% |
| Q2 2018 | $3,057,000 | +483.4% | 65,580 | +486.0% | 0.00% | +300.0% |
| Q1 2018 | $524,000 | -83.5% | 11,191 | -83.4% | 0.00% | -75.0% |
| Q4 2017 | $3,179,000 | -16.4% | 67,444 | -15.2% | 0.00% | -33.3% |
| Q3 2017 | $3,803,000 | +21.2% | 79,509 | +21.3% | 0.01% | 0.0% |
| Q2 2017 | $3,138,000 | +547.0% | 65,566 | +546.3% | 0.01% | +500.0% |
| Q1 2017 | $485,000 | -79.9% | 10,145 | -80.2% | 0.00% | -75.0% |
| Q3 2016 | $2,418,000 | +143.8% | 51,149 | +139.0% | 0.00% | +100.0% |
| Q2 2016 | $992,000 | – | 21,404 | – | 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% |