ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $284,000 | -7.8% | 7,007 | 0.0% | 0.11% | +2.7% |
| Q1 2022 | $308,000 | -9.9% | 7,007 | -7.2% | 0.11% | +19.4% |
| Q4 2021 | $342,000 | -0.9% | 7,553 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $345,000 | +2.1% | 7,553 | +3.0% | 0.09% | +20.8% |
| Q2 2021 | $338,000 | +68.2% | 7,334 | +67.2% | 0.08% | +4.1% |
| Q1 2021 | $201,000 | +1.0% | 4,386 | 0.0% | 0.07% | +45.1% |
| Q4 2020 | $199,000 | +3.1% | 4,386 | 0.0% | 0.05% | -22.7% |
| Q3 2020 | $193,000 | +2.7% | 4,386 | 0.0% | 0.07% | -9.6% |
| Q2 2020 | $188,000 | +5.0% | 4,386 | 0.0% | 0.07% | -15.1% |
| Q1 2020 | $179,000 | -12.3% | 4,386 | 0.0% | 0.09% | -41.5% |
| Q4 2019 | $204,000 | 0.0% | 4,386 | 0.0% | 0.15% | +1.4% |
| Q3 2019 | $204,000 | -0.5% | 4,386 | 0.0% | 0.14% | -7.6% |
| Q2 2019 | $205,000 | +5.1% | 4,386 | 0.0% | 0.16% | +67.0% |
| Q1 2019 | $195,000 | 0.0% | 4,386 | 0.0% | 0.09% | -1.1% |
| Q4 2018 | $195,000 | – | 4,386 | – | 0.10% | – |
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% |