ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,092,394 | +88.6% | 26,624 | +90.5% | 0.03% | +93.3% |
| Q2 2023 | $579,186 | -35.0% | 13,973 | -34.6% | 0.02% | -40.0% |
| Q1 2023 | $890,993 | -29.3% | 21,377 | -30.7% | 0.02% | -35.9% |
| Q4 2022 | $1,261,060 | +17.6% | 30,841 | +14.9% | 0.04% | +2.6% |
| Q3 2022 | $1,072,000 | -60.7% | 26,836 | -60.1% | 0.04% | -59.1% |
| Q2 2022 | $2,730,000 | -6.5% | 67,322 | +1.3% | 0.09% | +8.1% |
| Q1 2022 | $2,921,000 | +21.1% | 66,440 | +24.8% | 0.09% | +24.6% |
| Q4 2021 | $2,412,000 | -3.8% | 53,232 | -3.0% | 0.07% | -13.8% |
| Q3 2021 | $2,506,000 | -9.8% | 54,862 | -9.0% | 0.08% | -9.1% |
| Q2 2021 | $2,777,000 | +40.7% | 60,269 | +39.9% | 0.09% | +20.5% |
| Q1 2021 | $1,974,000 | -28.4% | 43,083 | -28.9% | 0.07% | -34.2% |
| Q4 2020 | $2,756,000 | -49.5% | 60,620 | -51.2% | 0.11% | -56.8% |
| Q3 2020 | $5,458,000 | +3.3% | 124,190 | +0.8% | 0.26% | -11.4% |
| Q2 2020 | $5,283,000 | +157.6% | 123,200 | +145.7% | 0.29% | +116.4% |
| Q1 2020 | $2,051,000 | +18.7% | 50,146 | +34.7% | 0.13% | +47.3% |
| Q4 2019 | $1,728,000 | +20.9% | 37,217 | +21.6% | 0.09% | +3.4% |
| Q3 2019 | $1,429,000 | 0.0% | 30,603 | 0.0% | 0.09% | 0.0% |
| Q2 2019 | $1,429,000 | +16.4% | 30,603 | +16.4% | 0.09% | +2.3% |
| Q1 2019 | $1,228,000 | +12.5% | 26,287 | +7.3% | 0.09% | -9.5% |
| Q4 2018 | $1,092,000 | -38.9% | 24,509 | -35.4% | 0.10% | -26.9% |
| Q3 2018 | $1,786,000 | -42.6% | 37,931 | -42.8% | 0.13% | -45.1% |
| Q2 2018 | $3,110,000 | +222.6% | 66,344 | +221.9% | 0.24% | +207.8% |
| Q1 2018 | $964,000 | +1430.2% | 20,610 | +1452.0% | 0.08% | +1440.0% |
| Q4 2017 | $63,000 | +31.2% | 1,328 | +33.2% | 0.01% | 0.0% |
| Q3 2017 | $48,000 | +6.7% | 997 | +5.2% | 0.01% | -16.7% |
| Q2 2017 | $45,000 | +9.8% | 948 | +10.0% | 0.01% | 0.0% |
| Q1 2017 | $41,000 | -40.6% | 862 | -40.8% | 0.01% | -53.8% |
| Q3 2016 | $69,000 | -79.6% | 1,455 | -80.1% | 0.01% | -83.1% |
| Q2 2016 | $339,000 | – | 7,323 | +81266.7% | 0.08% | – |
| Q1 2016 | $0 | – | 9 | – | 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% |