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 2023 | $34,304 | +2.9% | 813 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $33,337 | -1.0% | 813 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $33,678 | -0.6% | 813 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $33,865 | +1.9% | 813 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $33,223 | +3.8% | 813 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $32,000 | -31.9% | 813 | -29.3% | 0.02% | -26.9% |
| Q2 2022 | $47,000 | -7.8% | 1,150 | 0.0% | 0.03% | +13.0% |
| Q1 2022 | $51,000 | -1.9% | 1,150 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $52,000 | -1.9% | 1,150 | 0.0% | 0.02% | -8.0% |
| Q3 2021 | $53,000 | -17.2% | 1,150 | -17.9% | 0.02% | -19.4% |
| Q2 2021 | $64,000 | 0.0% | 1,400 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $64,000 | -22.0% | 1,400 | -22.2% | 0.03% | -23.8% |
| Q4 2020 | $82,000 | +39.0% | 1,800 | +33.3% | 0.04% | +27.3% |
| Q3 2020 | $59,000 | +1.7% | 1,350 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $58,000 | +13.7% | 1,350 | +8.0% | 0.03% | -5.6% |
| Q1 2020 | $51,000 | -13.6% | 1,250 | -2.0% | 0.04% | +9.1% |
| Q4 2019 | $59,000 | 0.0% | 1,275 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $59,000 | +15.7% | 1,275 | +15.9% | 0.04% | +12.9% |
| Q2 2019 | $51,000 | +15.9% | 1,100 | +15.8% | 0.03% | +14.8% |
| Q1 2019 | $44,000 | +109.5% | 950 | +100.0% | 0.03% | +92.9% |
| Q4 2018 | $21,000 | -4.5% | 475 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $22,000 | – | 475 | – | 0.01% | – |
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% |