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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,354 | -3.4% | 32,665 | -2.8% | 0.12% | +5.3% |
Q1 2023 | $1,401 | -100.0% | 33,613 | -16.9% | 0.11% | -21.4% |
Q4 2022 | $1,654,507,920 | +153664.7% | 40,462 | +50.3% | 0.14% | +38.1% |
Q3 2022 | $1,076,000 | +6.0% | 26,929 | +7.6% | 0.10% | +1.9% |
Q2 2022 | $1,015,000 | -16.0% | 25,027 | -9.0% | 0.10% | +2.0% |
Q1 2022 | $1,209,000 | -6.9% | 27,493 | -4.2% | 0.10% | -9.0% |
Q4 2021 | $1,299,000 | -5.8% | 28,689 | -4.9% | 0.11% | -27.0% |
Q3 2021 | $1,379,000 | +107.4% | 30,175 | +23.3% | 0.15% | +63.4% |
Q2 2021 | $665,000 | -18.9% | 24,475 | +36.7% | 0.09% | -11.4% |
Q1 2021 | $820,000 | +10.4% | 17,904 | +9.4% | 0.10% | 0.0% |
Q4 2020 | $743,000 | -4.5% | 16,364 | -7.8% | 0.10% | -10.3% |
Q3 2020 | $778,000 | +36.7% | 17,751 | +33.8% | 0.12% | +18.2% |
Q2 2020 | $569,000 | -6.9% | 13,269 | -11.3% | 0.10% | -17.5% |
Q1 2020 | $611,000 | +8.5% | 14,956 | +23.4% | 0.12% | +22.4% |
Q4 2019 | $563,000 | -9.2% | 12,118 | -9.1% | 0.10% | -17.6% |
Q3 2019 | $620,000 | +6.3% | 13,326 | +6.7% | 0.12% | +5.3% |
Q2 2019 | $583,000 | +14.3% | 12,494 | +14.4% | 0.11% | +6.6% |
Q1 2019 | $510,000 | +13.8% | 10,925 | +8.7% | 0.11% | -2.8% |
Q4 2018 | $448,000 | -14.0% | 10,051 | -9.2% | 0.11% | -6.0% |
Q3 2018 | $521,000 | +18.1% | 11,065 | +16.8% | 0.12% | +10.5% |
Q2 2018 | $441,000 | +3.0% | 9,470 | +3.5% | 0.10% | -26.1% |
Q1 2018 | $428,000 | – | 9,150 | – | 0.14% | – |
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% |