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 | $2,025 | -7.4% | 49,358 | -6.5% | 0.17% | +40.0% |
| Q2 2023 | $2,188 | -12.4% | 52,780 | -13.6% | 0.12% | +10.1% |
| Q1 2023 | $2,498 | 0.0% | 61,092 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $2,498 | -99.4% | 61,092 | +462.5% | 0.11% | +473.7% |
| Q3 2022 | $434,000 | -58.4% | 10,860 | -57.8% | 0.02% | -51.3% |
| Q2 2022 | $1,044,000 | -7.0% | 25,756 | +0.8% | 0.04% | +2.6% |
| Q1 2022 | $1,123,000 | +104.6% | 25,541 | +110.7% | 0.04% | +153.3% |
| Q4 2021 | $549,000 | -5.0% | 12,124 | -4.2% | 0.02% | -16.7% |
| Q3 2021 | $578,000 | +0.5% | 12,651 | +1.4% | 0.02% | -5.3% |
| Q2 2021 | $575,000 | -13.4% | 12,482 | -13.9% | 0.02% | -24.0% |
| Q1 2021 | $664,000 | -19.7% | 14,496 | -20.3% | 0.02% | -26.5% |
| Q4 2020 | $827,000 | -67.5% | 18,190 | -68.6% | 0.03% | -71.4% |
| Q3 2020 | $2,543,000 | +175.2% | 57,868 | +168.6% | 0.12% | +147.9% |
| Q2 2020 | $924,000 | +3.6% | 21,547 | -1.3% | 0.05% | -17.2% |
| Q1 2020 | $892,000 | +77.3% | 21,825 | +101.6% | 0.06% | +107.1% |
| Q4 2019 | $503,000 | -13.4% | 10,826 | -13.4% | 0.03% | -30.0% |
| Q3 2019 | $581,000 | +47.1% | 12,502 | +47.9% | 0.04% | +166.7% |
| Q2 2019 | $395,000 | +68.8% | 8,455 | +69.1% | 0.02% | +66.7% |
| Q1 2019 | $234,000 | -10.3% | 4,999 | -9.7% | 0.01% | -10.0% |
| Q3 2018 | $261,000 | -71.8% | 5,539 | -72.1% | 0.01% | -69.7% |
| Q2 2018 | $925,000 | +237.6% | 19,836 | +238.8% | 0.03% | +312.5% |
| Q1 2018 | $274,000 | -19.4% | 5,854 | -18.8% | 0.01% | -11.1% |
| Q4 2017 | $340,000 | +10.0% | 7,209 | +11.7% | 0.01% | +12.5% |
| Q3 2017 | $309,000 | +17.9% | 6,454 | +18.0% | 0.01% | 0.0% |
| Q2 2017 | $262,000 | -14.1% | 5,468 | -14.2% | 0.01% | -11.1% |
| Q1 2017 | $305,000 | -16.0% | 6,373 | -16.9% | 0.01% | -10.0% |
| Q4 2016 | $363,000 | +55.8% | 7,666 | +55.6% | 0.01% | 0.0% |
| Q3 2016 | $233,000 | – | 4,927 | – | 0.01% | – |
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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% |