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 | $349,130 | +12.8% | 8,509 | +14.0% | 0.03% | +18.2% |
| Q2 2023 | $309,510 | -64.8% | 7,467 | -64.6% | 0.02% | -65.1% |
| Q1 2023 | $878,803 | -20.9% | 21,085 | -22.4% | 0.06% | -25.9% |
| Q4 2022 | $1,111,434 | -11.5% | 27,181 | -13.6% | 0.08% | -19.0% |
| Q3 2022 | $1,256,000 | +19.6% | 31,457 | +21.5% | 0.10% | +25.0% |
| Q2 2022 | $1,050,000 | -60.0% | 25,895 | -56.6% | 0.08% | -52.3% |
| Q1 2022 | $2,625,000 | +0.8% | 59,703 | +3.9% | 0.18% | +4.1% |
| Q4 2021 | $2,603,000 | +30.3% | 57,469 | +32.5% | 0.17% | +7.6% |
| Q2 2021 | $1,998,000 | -1.9% | 43,383 | -2.4% | 0.16% | -19.9% |
| Q1 2021 | $2,037,000 | +8.4% | 44,460 | +7.4% | 0.20% | +0.5% |
| Q4 2020 | $1,880,000 | +131.2% | 41,378 | +123.7% | 0.20% | +214.5% |
| Q3 2020 | $813,000 | -9.4% | 18,501 | -11.5% | 0.06% | -54.1% |
| Q2 2020 | $897,000 | +3.2% | 20,904 | +11.7% | 0.14% | +22.7% |
| Q4 2019 | $869,000 | – | 18,715 | – | 0.11% | – |
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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% |