ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,545,650 | +49.0% | 62,044 | +50.5% | 1.61% | +45.6% |
| Q2 2023 | $1,708,993 | +22.7% | 41,230 | +23.4% | 1.11% | +13.1% |
| Q1 2023 | $1,392,852 | +6.3% | 33,418 | +4.3% | 0.98% | -0.3% |
| Q4 2022 | $1,310,743 | +19.6% | 32,055 | +16.8% | 0.98% | +12.0% |
| Q3 2022 | $1,096,000 | +5.3% | 27,436 | +6.8% | 0.88% | +11.2% |
| Q2 2022 | $1,041,000 | +104.9% | 25,682 | +122.0% | 0.79% | +352.9% |
| Q1 2022 | $508,000 | +104.0% | 11,570 | +110.4% | 0.17% | +6.7% |
| Q4 2021 | $249,000 | +4.6% | 5,500 | +5.6% | 0.16% | -4.1% |
| Q3 2021 | $238,000 | +8.7% | 5,206 | +9.7% | 0.17% | +4.9% |
| Q2 2021 | $219,000 | -0.5% | 4,744 | -1.1% | 0.16% | -5.8% |
| Q1 2021 | $220,000 | +0.9% | 4,797 | +0.1% | 0.17% | -6.0% |
| Q4 2020 | $218,000 | -73.9% | 4,790 | -73.4% | 0.18% | -66.5% |
| Q4 2019 | $834,000 | -5.8% | 17,974 | -5.6% | 0.55% | -13.5% |
| Q3 2019 | $885,000 | -26.1% | 19,038 | -25.7% | 0.63% | -15.5% |
| Q2 2019 | $1,197,000 | -18.5% | 25,636 | -18.4% | 0.75% | -5.1% |
| Q1 2019 | $1,468,000 | +5.3% | 31,428 | +0.4% | 0.79% | -6.5% |
| Q4 2018 | $1,394,000 | – | 31,304 | – | 0.84% | – |
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% |