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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,934 | +4.7% | 140,089 | +1.4% | 0.10% | -5.9% |
| Q3 2023 | $5,669 | -4.8% | 138,161 | -3.8% | 0.10% | -1.0% |
| Q2 2023 | $5,952 | -4.7% | 143,587 | -4.2% | 0.10% | -14.9% |
| Q1 2023 | $6,248 | -25.5% | 149,916 | -26.9% | 0.12% | -28.4% |
| Q4 2022 | $8,384 | -99.9% | 205,033 | -29.3% | 0.17% | -32.1% |
| Q3 2022 | $11,580,000 | -1.4% | 289,931 | +0.1% | 0.25% | +4.6% |
| Q2 2022 | $11,748,000 | -12.3% | 289,719 | -4.9% | 0.24% | +1.7% |
| Q1 2022 | $13,397,000 | +2.3% | 304,764 | +5.4% | 0.23% | +5.4% |
| Q4 2021 | $13,099,000 | +23.2% | 289,151 | +24.2% | 0.22% | +9.4% |
| Q3 2021 | $10,636,000 | +3.6% | 232,726 | +4.4% | 0.20% | +3.6% |
| Q2 2021 | $10,267,000 | -1.4% | 222,894 | -1.9% | 0.20% | -6.2% |
| Q1 2021 | $10,413,000 | +22.3% | 227,306 | +21.3% | 0.21% | +14.8% |
| Q4 2020 | $8,514,000 | +851300.0% | 187,377 | +1102117.6% | 0.18% | – |
| Q1 2018 | $1,000 | – | 17 | – | 0.00% | – |
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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% |