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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,013 | +31.2% | 49,057 | +32.6% | 0.01% | +33.3% |
| Q2 2023 | $1,534 | -3.0% | 37,009 | -2.4% | 0.01% | -18.2% |
| Q1 2023 | $1,581 | -98.7% | 37,932 | -98.7% | 0.01% | -98.8% |
| Q4 2022 | $121,025 | -97.1% | 2,959,771 | +2753.2% | 0.89% | +2600.0% |
| Q3 2022 | $4,143,000 | +1.8% | 103,735 | +3.3% | 0.03% | +3.1% |
| Q2 2022 | $4,071,000 | +477.4% | 100,399 | +526.4% | 0.03% | +540.0% |
| Q1 2022 | $705,000 | -16.2% | 16,029 | -13.7% | 0.01% | -16.7% |
| Q4 2021 | $841,000 | +79.7% | 18,563 | +82.6% | 0.01% | +50.0% |
| Q2 2021 | $468,000 | 0.0% | 10,168 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $468,000 | 0.0% | 10,168 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $468,000 | 0.0% | 10,168 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $468,000 | 0.0% | 10,168 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $468,000 | 0.0% | 10,168 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $468,000 | 0.0% | 10,168 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $468,000 | 0.0% | 10,168 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $468,000 | 0.0% | 10,168 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $468,000 | 0.0% | 10,168 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $468,000 | +2363.2% | 10,168 | +2454.8% | 0.00% | – |
| Q3 2018 | $19,000 | +35.7% | 398 | +33.1% | 0.00% | – |
| Q2 2018 | $14,000 | – | 299 | – | 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% |