ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $564,655 | -85.0% | 13,762 | -85.4% | 0.00% | -100.0% |
Q3 2022 | $3,761,000 | -50.9% | 94,178 | -50.2% | 0.00% | -50.0% |
Q2 2022 | $7,666,000 | +355.5% | 189,061 | +409.0% | 0.00% | – |
Q4 2021 | $1,683,000 | +52.3% | 37,147 | +47.7% | 0.00% | – |
Q3 2020 | $1,105,000 | -89.0% | 25,144 | -89.3% | 0.00% | -100.0% |
Q2 2020 | $10,051,000 | -63.9% | 234,344 | -62.5% | 0.00% | -73.3% |
Q4 2018 | $27,866,000 | +1167.2% | 625,496 | +1245.0% | 0.02% | +650.0% |
Q3 2016 | $2,199,000 | +317.3% | 46,507 | +308.6% | 0.00% | +100.0% |
Q2 2016 | $527,000 | -18.4% | 11,381 | -19.3% | 0.00% | 0.0% |
Q3 2015 | $646,000 | – | 14,108 | – | 0.00% | – |
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% |