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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,218,214 | +736.4% | 176,528 | +826.5% | 2.25% | +921.8% |
| Q4 2021 | $863,000 | -7.1% | 19,054 | -6.3% | 0.22% | -12.7% |
| Q3 2021 | $929,000 | +144.5% | 20,337 | +146.3% | 0.25% | +147.1% |
| Q2 2021 | $380,000 | +42.9% | 8,256 | +42.2% | 0.10% | +34.2% |
| Q1 2021 | $266,000 | -94.0% | 5,805 | -94.0% | 0.08% | -94.1% |
| Q4 2020 | $4,415,000 | +147066.7% | 97,169 | +40.7% | 1.28% | +22.9% |
| Q3 2020 | $3,000 | -99.9% | 69,058 | +25.9% | 1.04% | +18.9% |
| Q2 2020 | $2,352,000 | +716.7% | 54,842 | +678.5% | 0.88% | +661.7% |
| Q1 2020 | $288,000 | – | 7,045 | – | 0.12% | – |
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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% |