ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,238,102 | +3.5% | 30,176 | +4.5% | 0.02% | 0.0% |
| Q2 2023 | $1,196,725 | +57.5% | 28,872 | +58.4% | 0.02% | +46.2% |
| Q1 2023 | $759,807 | -91.7% | 18,230 | -91.9% | 0.01% | -92.2% |
| Q4 2022 | $9,197,323 | +3256.7% | 224,928 | +3508.7% | 0.17% | +3240.0% |
| Q1 2022 | $274,000 | -93.1% | 6,233 | -92.9% | 0.01% | -93.8% |
| Q4 2021 | $3,953,000 | -42.3% | 87,268 | -41.7% | 0.08% | -39.8% |
| Q3 2021 | $6,847,000 | +2.7% | 149,814 | +3.5% | 0.13% | -15.8% |
| Q2 2021 | $6,670,000 | +11.8% | 144,803 | +11.2% | 0.16% | -3.7% |
| Q1 2021 | $5,964,000 | -11.8% | 130,190 | -12.5% | 0.16% | -24.4% |
| Q4 2020 | $6,762,000 | +9.6% | 148,813 | +6.0% | 0.22% | -6.5% |
| Q3 2020 | $6,170,000 | +9.2% | 140,389 | +6.6% | 0.23% | -3.7% |
| Q2 2020 | $5,651,000 | +16.5% | 131,749 | +11.0% | 0.24% | -7.3% |
| Q1 2020 | $4,849,000 | -16.5% | 118,652 | -5.2% | 0.26% | +4.8% |
| Q4 2019 | $5,808,000 | +128.6% | 125,119 | +128.3% | 0.25% | +121.4% |
| Q3 2019 | $2,541,000 | +7.6% | 54,799 | +8.2% | 0.11% | +6.7% |
| Q2 2019 | $2,362,000 | +17.5% | 50,663 | +17.4% | 0.10% | +5.0% |
| Q1 2019 | $2,011,000 | +19.3% | 43,142 | +14.3% | 0.10% | +2.0% |
| Q4 2018 | $1,686,000 | – | 37,741 | – | 0.10% | – |
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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% |