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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,183,000 | -0.9% | 202,708 | 0.0% | 0.52% | +10.8% |
| Q3 2021 | $9,264,000 | +0.6% | 202,708 | 0.0% | 0.47% | -21.3% |
| Q4 2020 | $9,211,000 | +9.5% | 202,708 | +5.9% | 0.60% | -18.5% |
| Q3 2020 | $8,410,000 | +14.3% | 191,344 | +6.3% | 0.74% | +4.5% |
| Q2 2020 | $7,360,000 | 0.0% | 180,083 | 0.0% | 0.71% | -1.3% |
| Q1 2020 | $7,360,000 | – | 180,083 | – | 0.72% | – |
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% |