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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $0 | -100.0% | 6 | -62.5% | 0.00% | – |
| Q2 2021 | $1,000 | -50.0% | 16 | -69.2% | 0.00% | – |
| Q1 2021 | $2,000 | -91.3% | 52 | -89.6% | 0.00% | -100.0% |
| Q4 2020 | $23,000 | -36.1% | 499 | -39.4% | 0.00% | -40.0% |
| Q3 2020 | $36,000 | -59.1% | 824 | -59.9% | 0.01% | -58.3% |
| Q2 2020 | $88,000 | -78.3% | 2,057 | -79.3% | 0.01% | -82.4% |
| Q1 2020 | $406,000 | -40.6% | 9,929 | -32.5% | 0.07% | -34.6% |
| Q4 2019 | $683,000 | +26.5% | 14,700 | +26.7% | 0.10% | +18.2% |
| Q3 2019 | $540,000 | +15.1% | 11,606 | +15.6% | 0.09% | +12.8% |
| Q2 2019 | $469,000 | +73.1% | 10,036 | +72.9% | 0.08% | +66.0% |
| Q1 2019 | $271,000 | +1984.6% | 5,806 | +1966.2% | 0.05% | +2250.0% |
| Q4 2018 | $13,000 | +1200.0% | 281 | +2241.7% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | -99.4% | 12 | -99.6% | 0.00% | -100.0% |
| Q4 2017 | $156,000 | +26.8% | 3,309 | +29.1% | 0.03% | +20.8% |
| Q3 2017 | $123,000 | +4.2% | 2,564 | +4.1% | 0.02% | +4.3% |
| Q2 2017 | $118,000 | +1.7% | 2,464 | +1.9% | 0.02% | -4.2% |
| Q1 2017 | $116,000 | – | 2,418 | – | 0.02% | – |
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% |