ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,181 | -1.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,254 | -0.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,294 | -95.3% | 175 | -95.4% | 0.00% | -96.2% |
| Q4 2022 | $154,074 | +0.7% | 3,768 | -1.6% | 0.03% | -10.3% |
| Q3 2022 | $153,000 | -1.3% | 3,829 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $155,000 | -57.5% | 3,829 | -53.9% | 0.03% | -56.9% |
| Q1 2022 | $365,000 | -10.8% | 8,300 | -8.0% | 0.06% | -15.6% |
| Q4 2021 | $409,000 | -11.7% | 9,022 | -11.0% | 0.08% | -19.8% |
| Q3 2021 | $463,000 | +1.5% | 10,141 | +2.4% | 0.10% | -1.0% |
| Q2 2021 | $456,000 | +0.2% | 9,901 | -0.4% | 0.10% | -10.2% |
| Q1 2021 | $455,000 | -2.4% | 9,938 | -3.1% | 0.11% | -10.7% |
| Q4 2020 | $466,000 | +5.9% | 10,256 | +2.5% | 0.12% | -1.6% |
| Q3 2020 | $440,000 | +0.7% | 10,006 | -1.9% | 0.12% | +1.7% |
| Q2 2020 | $437,000 | +16.2% | 10,199 | +10.9% | 0.12% | -3.2% |
| Q1 2020 | $376,000 | +1.3% | 9,195 | +15.1% | 0.12% | +56.2% |
| Q4 2019 | $371,000 | +3.1% | 7,989 | +3.2% | 0.08% | -1.2% |
| Q3 2019 | $360,000 | +32.8% | 7,741 | +33.5% | 0.08% | +32.8% |
| Q2 2019 | $271,000 | 0.0% | 5,800 | 0.0% | 0.06% | -3.2% |
| Q1 2019 | $271,000 | +5.0% | 5,800 | 0.0% | 0.06% | -8.7% |
| Q4 2018 | $258,000 | -8.5% | 5,800 | -3.3% | 0.07% | 0.0% |
| Q3 2018 | $282,000 | -7.5% | 5,998 | -8.2% | 0.07% | -4.2% |
| Q2 2018 | $305,000 | +38.0% | 6,536 | +38.3% | 0.07% | +28.6% |
| Q1 2018 | $221,000 | – | 4,725 | – | 0.06% | – |
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% |