ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $329,000 | -65.3% | 7,194 | -65.0% | 0.04% | -65.1% |
| Q2 2021 | $947,000 | +16.5% | 20,566 | +15.8% | 0.11% | +8.2% |
| Q1 2021 | $813,000 | +26.8% | 17,755 | +25.8% | 0.10% | +18.1% |
| Q4 2020 | $641,000 | +16.8% | 14,116 | +13.0% | 0.08% | +7.8% |
| Q3 2020 | $549,000 | +17.3% | 12,489 | +14.5% | 0.08% | +10.0% |
| Q2 2020 | $468,000 | +8.3% | 10,910 | +3.3% | 0.07% | -7.9% |
| Q1 2020 | $432,000 | -2.0% | 10,560 | +11.1% | 0.08% | +24.6% |
| Q4 2019 | $441,000 | +5.0% | 9,505 | +5.3% | 0.06% | -1.6% |
| Q3 2019 | $420,000 | +28.0% | 9,026 | +28.6% | 0.06% | +24.0% |
| Q2 2019 | $328,000 | +4.8% | 7,021 | +4.9% | 0.05% | +2.0% |
| Q1 2019 | $313,000 | +2.6% | 6,693 | -2.1% | 0.05% | -12.5% |
| Q4 2018 | $305,000 | -22.0% | 6,837 | -17.7% | 0.06% | -9.7% |
| Q3 2018 | $391,000 | +8.6% | 8,303 | +7.4% | 0.06% | +1.6% |
| Q2 2018 | $360,000 | +16.9% | 7,728 | +17.5% | 0.06% | +13.0% |
| Q1 2018 | $308,000 | +20.3% | 6,578 | +21.0% | 0.05% | +22.7% |
| Q4 2017 | $256,000 | +14.3% | 5,435 | +16.0% | 0.04% | +12.8% |
| Q3 2017 | $224,000 | +5.2% | 4,685 | +5.4% | 0.04% | -18.8% |
| Q2 2017 | $213,000 | – | 4,445 | – | 0.05% | – |
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% |