ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $586,811 | +19.0% | 14,302 | +20.2% | 0.13% | +19.4% |
| Q2 2023 | $493,006 | +68.2% | 11,894 | +69.2% | 0.11% | +61.2% |
| Q1 2023 | $293,052 | -18.4% | 7,031 | -19.9% | 0.07% | -33.0% |
| Q4 2022 | $359,055 | -99.9% | 8,781 | -0.3% | 0.10% | +1.0% |
| Q3 2022 | $351,672,000 | +67399.4% | 8,805 | -31.5% | 0.10% | -23.8% |
| Q2 2022 | $521,000 | -20.2% | 12,855 | -13.5% | 0.13% | +4.0% |
| Q1 2022 | $653,000 | -6.2% | 14,855 | -3.2% | 0.12% | -0.8% |
| Q4 2021 | $696,000 | -99.9% | 15,351 | -7.5% | 0.13% | -47.5% |
| Q3 2021 | $758,666,000 | +5.9% | 16,601 | +6.7% | 0.24% | +14.3% |
| Q2 2021 | $716,509,000 | +8.4% | 15,556 | +7.8% | 0.21% | +62.8% |
| Q1 2021 | $661,084,000 | +151.7% | 14,431 | +149.6% | 0.13% | +111.5% |
| Q4 2020 | $262,689,000 | -64.0% | 5,781 | -65.2% | 0.06% | -70.7% |
| Q3 2020 | $729,174,000 | +1.1% | 16,591 | -1.3% | 0.21% | -14.8% |
| Q2 2020 | $721,238,000 | +8.7% | 16,816 | +3.5% | 0.24% | -12.5% |
| Q1 2020 | $663,770,000 | – | 16,241 | – | 0.28% | – |
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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% |