ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 331 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,155,071 | -16.8% | 393,738 | -15.9% | 0.81% | -17.2% |
| Q2 2023 | $19,409,965 | +4.4% | 468,274 | +5.0% | 0.98% | -2.6% |
| Q1 2023 | $18,595,271 | -5.8% | 446,144 | -7.6% | 1.00% | -15.1% |
| Q4 2022 | $19,739,246 | +374.0% | 482,740 | +363.0% | 1.18% | +350.8% |
| Q3 2022 | $4,164,000 | +82.3% | 104,267 | +85.1% | 0.26% | +73.5% |
| Q2 2022 | $2,284,000 | +103.4% | 56,328 | +120.5% | 0.15% | +164.9% |
| Q1 2022 | $1,123,000 | +9.1% | 25,550 | +12.5% | 0.06% | +11.8% |
| Q4 2021 | $1,029,000 | +6.9% | 22,715 | +7.8% | 0.05% | -7.3% |
| Q3 2021 | $963,000 | +99.0% | 21,079 | +100.3% | 0.06% | +103.7% |
| Q2 2021 | $484,000 | +2.1% | 10,524 | +1.6% | 0.03% | -6.9% |
| Q1 2021 | $474,000 | -26.5% | 10,355 | -27.1% | 0.03% | -34.1% |
| Q4 2020 | $645,000 | +3.4% | 14,200 | 0.0% | 0.04% | -8.3% |
| Q3 2020 | $624,000 | +4.9% | 14,200 | +2.3% | 0.05% | -2.0% |
| Q2 2020 | $595,000 | +178.0% | 13,882 | +201.1% | 0.05% | +206.2% |
| Q4 2019 | $214,000 | – | 4,611 | – | 0.02% | – |
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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% |