ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,354 | -63.0% | 5,858 | -62.7% | 0.00% | -20.0% |
| Q2 2023 | $650,424 | +84.0% | 15,704 | +85.8% | 0.01% | -16.7% |
| Q1 2023 | $353,450 | -2.8% | 8,452 | -5.1% | 0.01% | 0.0% |
| Q4 2022 | $363,791 | -0.9% | 8,907 | -2.7% | 0.01% | 0.0% |
| Q3 2022 | $367,000 | +11.2% | 9,157 | +21.8% | 0.01% | +20.0% |
| Q1 2022 | $330,000 | +5.1% | 7,521 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $314,000 | -6.8% | 6,949 | -6.1% | 0.01% | -16.7% |
| Q3 2021 | $337,000 | -47.2% | 7,397 | -46.6% | 0.01% | -25.0% |
| Q2 2021 | $638,000 | +187.4% | 13,858 | +186.3% | 0.01% | +33.3% |
| Q1 2021 | $222,000 | – | 4,840 | – | 0.01% | – |
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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% |