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 | $733,534 | -80.4% | 17,878 | -80.1% | 0.00% | -100.0% |
| Q1 2023 | $3,741,947 | -52.3% | 89,778 | -53.2% | 0.00% | -50.0% |
| Q4 2022 | $7,845,564 | +1613.0% | 191,870 | +1572.5% | 0.00% | – |
| Q3 2022 | $458,000 | -89.2% | 11,472 | -89.1% | 0.00% | -100.0% |
| Q2 2022 | $4,254,000 | -45.7% | 104,921 | -38.3% | 0.00% | 0.0% |
| Q2 2021 | $7,834,000 | +8.0% | 170,078 | +6.6% | 0.00% | 0.0% |
| Q4 2020 | $7,252,000 | +884.0% | 159,602 | +828.4% | 0.00% | – |
| Q2 2020 | $737,000 | -41.1% | 17,191 | -43.8% | 0.00% | – |
| Q1 2020 | $1,251,000 | -40.4% | 30,613 | -32.2% | 0.00% | -100.0% |
| Q3 2019 | $2,099,000 | +36.4% | 45,145 | +30.7% | 0.00% | 0.0% |
| Q4 2018 | $1,539,000 | -57.8% | 34,551 | -55.8% | 0.00% | 0.0% |
| Q2 2018 | $3,648,000 | +339.5% | 78,249 | +341.2% | 0.00% | – |
| Q1 2018 | $830,000 | +17.2% | 17,736 | +18.0% | 0.00% | – |
| Q4 2017 | $708,000 | -49.1% | 15,026 | -48.3% | 0.00% | -100.0% |
| Q2 2017 | $1,390,000 | +411.0% | 29,043 | +405.7% | 0.00% | – |
| Q3 2016 | $272,000 | -99.1% | 5,743 | -99.1% | 0.00% | -100.0% |
| Q3 2015 | $29,909,000 | +6697.5% | 653,328 | +7251.5% | 0.01% | – |
| Q3 2014 | $440,000 | – | 8,887 | – | 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% |