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 2023 | $3,555,971 | +6.4% | 85,316 | +4.4% | 1.24% | +4.3% |
| Q4 2022 | $3,342,430 | -11.6% | 81,742 | -13.7% | 1.19% | -9.6% |
| Q3 2022 | $3,781,000 | +24.9% | 94,675 | +26.8% | 1.32% | +35.6% |
| Q2 2022 | $3,027,000 | -7.7% | 74,653 | +0.0% | 0.97% | -0.6% |
| Q1 2022 | $3,280,000 | -5.1% | 74,623 | -2.2% | 0.98% | -11.5% |
| Q4 2021 | $3,456,000 | -30.3% | 76,283 | -29.7% | 1.11% | -32.1% |
| Q3 2021 | $4,957,000 | -1.3% | 108,478 | -0.5% | 1.63% | +0.6% |
| Q2 2021 | $5,023,000 | -1.3% | 109,047 | -1.9% | 1.62% | -3.7% |
| Q1 2021 | $5,090,000 | +69.5% | 111,113 | +68.1% | 1.68% | +55.3% |
| Q4 2020 | $3,003,000 | +3.8% | 66,087 | +0.4% | 1.08% | +0.7% |
| Q3 2020 | $2,894,000 | +2.8% | 65,837 | +0.3% | 1.08% | -1.7% |
| Q2 2020 | $2,816,000 | +4.9% | 65,647 | -0.1% | 1.10% | -11.0% |
| Q1 2020 | $2,685,000 | -12.9% | 65,697 | -1.1% | 1.23% | +15.0% |
| Q4 2019 | $3,084,000 | -7.1% | 66,425 | -6.9% | 1.07% | -5.6% |
| Q3 2019 | $3,319,000 | -1.3% | 71,385 | -0.9% | 1.13% | +1.4% |
| Q2 2019 | $3,362,000 | +8.1% | 72,000 | +8.2% | 1.12% | +7.5% |
| Q1 2019 | $3,109,000 | +5.9% | 66,560 | +1.0% | 1.04% | -2.5% |
| Q4 2018 | $2,936,000 | -3.5% | 65,900 | +1.9% | 1.07% | +36.8% |
| Q3 2018 | $3,043,000 | +34.7% | 64,640 | +33.4% | 0.78% | +39.9% |
| Q2 2018 | $2,259,000 | – | 48,455 | – | 0.56% | – |
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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% |