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 2022 | $3,437,167 | +970.8% | 82,584 | +928.3% | 0.07% | +900.0% |
| Q3 2022 | $321,000 | -3.6% | 8,031 | -1.3% | 0.01% | 0.0% |
| Q2 2022 | $333,000 | +7.4% | 8,135 | +18.2% | 0.01% | +40.0% |
| Q4 2021 | $310,000 | -10.1% | 6,883 | -9.4% | 0.01% | -16.7% |
| Q3 2021 | $345,000 | -9.7% | 7,594 | -8.8% | 0.01% | -14.3% |
| Q2 2021 | $382,000 | -93.2% | 8,329 | -93.3% | 0.01% | -96.9% |
| Q4 2020 | $5,617,000 | +39.0% | 123,621 | +34.4% | 0.22% | +19.3% |
| Q3 2020 | $4,042,000 | -44.4% | 91,968 | -45.7% | 0.19% | -58.7% |
| Q2 2020 | $7,267,000 | +4.3% | 169,422 | -0.6% | 0.45% | +13.0% |
| Q1 2020 | $6,967,000 | – | 170,460 | – | 0.40% | – |
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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% |