ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $213,000 | -3.2% | 4,847 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $220,000 | -25.9% | 4,847 | -25.5% | 0.01% | -16.7% |
| Q3 2021 | $297,000 | -34.9% | 6,507 | -34.2% | 0.01% | -33.3% |
| Q2 2021 | $456,000 | -40.7% | 9,894 | -41.0% | 0.01% | -40.0% |
| Q1 2021 | $769,000 | -72.4% | 16,778 | -72.7% | 0.02% | -46.4% |
| Q4 2020 | $2,790,000 | -12.6% | 61,396 | -15.5% | 0.03% | -57.6% |
| Q3 2020 | $3,193,000 | -82.5% | 72,640 | -82.9% | 0.07% | -83.5% |
| Q2 2020 | $18,197,000 | -70.9% | 424,282 | -72.3% | 0.40% | -79.6% |
| Q1 2020 | $62,634,000 | +20.4% | 1,532,516 | +36.8% | 1.95% | +23.1% |
| Q4 2019 | $52,006,000 | -59.6% | 1,120,088 | -59.0% | 1.59% | -63.9% |
| Q3 2018 | $128,660,000 | +55.9% | 2,732,787 | +54.3% | 4.39% | +48.3% |
| Q2 2018 | $82,551,000 | +10.8% | 1,770,726 | +11.2% | 2.96% | +9.1% |
| Q1 2018 | $74,528,000 | -29.2% | 1,592,820 | -28.6% | 2.71% | -19.0% |
| Q4 2017 | $105,196,000 | +84.3% | 2,232,035 | +87.0% | 3.35% | +140.1% |
| Q3 2017 | $57,089,000 | – | 1,193,586 | – | 1.40% | – |
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% |