ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 180 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,048,000 | +3.0% | 67,085 | -0.4% | 1.86% | -5.5% |
| Q3 2020 | $2,960,000 | +5.4% | 67,338 | +2.8% | 1.97% | +0.7% |
| Q2 2020 | $2,809,000 | +14.7% | 65,485 | +9.3% | 1.96% | -10.1% |
| Q1 2020 | $2,448,000 | +23.3% | 59,893 | +40.1% | 2.17% | +66.0% |
| Q4 2019 | $1,985,000 | +28.7% | 42,743 | +28.8% | 1.31% | +27.7% |
| Q3 2019 | $1,542,000 | +51.5% | 33,177 | +52.2% | 1.03% | +48.3% |
| Q2 2019 | $1,018,000 | +8.6% | 21,803 | +8.6% | 0.69% | +8.3% |
| Q1 2019 | $937,000 | -4.2% | 20,068 | -8.6% | 0.64% | -17.0% |
| Q4 2018 | $978,000 | +122.3% | 21,954 | +135.2% | 0.77% | +234.8% |
| Q3 2018 | $440,000 | +1.6% | 9,335 | +0.6% | 0.23% | +7.0% |
| Q2 2018 | $433,000 | +0.9% | 9,280 | +1.2% | 0.22% | +11.4% |
| Q1 2018 | $429,000 | +2.1% | 9,170 | +2.9% | 0.19% | +10.9% |
| Q4 2017 | $420,000 | +13.8% | 8,911 | +15.4% | 0.17% | +10.8% |
| Q3 2017 | $369,000 | +15.3% | 7,723 | +15.4% | 0.16% | +9.8% |
| Q2 2017 | $320,000 | +0.3% | 6,693 | +0.2% | 0.14% | 0.0% |
| Q1 2017 | $319,000 | +29.1% | 6,682 | +25.5% | 0.14% | +14.4% |
| Q2 2016 | $247,000 | -43.6% | 5,323 | -45.3% | 0.12% | -37.5% |
| Q1 2016 | $438,000 | – | 9,723 | – | 0.20% | – |
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% |