ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,364,000 | +5.4% | 301,341 | +6.5% | 3.46% | +1.1% |
| Q2 2023 | $11,733,000 | -17.2% | 283,067 | -16.7% | 3.42% | -14.8% |
| Q1 2023 | $14,162,000 | +0.7% | 339,772 | -1.2% | 4.02% | -2.4% |
| Q4 2022 | $14,063,000 | +6.2% | 343,933 | +3.8% | 4.11% | -0.3% |
| Q3 2022 | $13,236,000 | +3.6% | 331,388 | +5.2% | 4.12% | +12.9% |
| Q2 2022 | $12,770,000 | -1.7% | 314,916 | +6.6% | 3.65% | +11.5% |
| Q1 2022 | $12,986,000 | -12.8% | 295,413 | -10.2% | 3.28% | -11.4% |
| Q4 2021 | $14,896,000 | -5.1% | 328,824 | -4.3% | 3.70% | -9.3% |
| Q3 2021 | $15,698,000 | +12.4% | 343,501 | +13.3% | 4.08% | +6.7% |
| Q2 2021 | $13,966,000 | +10.5% | 303,219 | +9.9% | 3.82% | +24.3% |
| Q1 2021 | $12,639,000 | +11.2% | 275,904 | +10.4% | 3.08% | +2.6% |
| Q4 2020 | $11,361,000 | +15.5% | 249,967 | +11.6% | 3.00% | -7.4% |
| Q3 2020 | $9,838,000 | +19.7% | 223,996 | +16.9% | 3.24% | +25.3% |
| Q2 2020 | $8,217,000 | -11.6% | 191,638 | -15.7% | 2.58% | -27.8% |
| Q1 2020 | $9,295,000 | -26.6% | 227,378 | -16.7% | 3.58% | -10.9% |
| Q4 2019 | $12,671,000 | -2.7% | 273,028 | -2.6% | 4.02% | -5.8% |
| Q3 2019 | $13,022,000 | +60.1% | 280,224 | +60.9% | 4.26% | +78.7% |
| Q2 2019 | $8,134,000 | +1304.8% | 174,141 | +1303.7% | 2.39% | +4240.0% |
| Q1 2019 | $579,000 | +115.2% | 12,406 | +105.4% | 0.06% | +96.4% |
| Q4 2018 | $269,000 | -39.6% | 6,041 | -36.1% | 0.03% | -33.3% |
| Q3 2018 | $445,000 | – | 9,461 | – | 0.04% | – |
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% |