ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,854,334 | -0.0% | 69,567 | +1.0% | 0.13% | -1.6% |
| Q2 2023 | $2,854,702 | +2.1% | 68,871 | +2.7% | 0.13% | -5.8% |
| Q1 2023 | $2,794,769 | +4.5% | 67,053 | +2.5% | 0.14% | -4.2% |
| Q4 2022 | $2,675,514 | +2.5% | 65,432 | +0.1% | 0.14% | -7.1% |
| Q3 2022 | $2,611,000 | +0.2% | 65,397 | +1.8% | 0.15% | -0.6% |
| Q2 2022 | $2,605,000 | -11.2% | 64,263 | -3.7% | 0.16% | 0.0% |
| Q1 2022 | $2,933,000 | +0.7% | 66,742 | +3.7% | 0.16% | -29.9% |
| Q4 2021 | $2,914,000 | +19.7% | 64,341 | +20.8% | 0.22% | +10.0% |
| Q3 2021 | $2,434,000 | -5.0% | 53,267 | -4.2% | 0.20% | -11.5% |
| Q2 2021 | $2,561,000 | +34.3% | 55,611 | +33.6% | 0.23% | +7.6% |
| Q1 2021 | $1,907,000 | +34.3% | 41,638 | +33.3% | 0.21% | +23.4% |
| Q4 2020 | $1,420,000 | -0.6% | 31,246 | -3.8% | 0.17% | -12.3% |
| Q3 2020 | $1,428,000 | -2.1% | 32,491 | -4.5% | 0.20% | -6.7% |
| Q2 2020 | $1,459,000 | -5.3% | 34,008 | -9.8% | 0.21% | -19.9% |
| Q1 2020 | $1,541,000 | -4.9% | 37,698 | +8.0% | 0.26% | +4.8% |
| Q4 2019 | $1,621,000 | +2.1% | 34,911 | +2.3% | 0.25% | -5.7% |
| Q3 2019 | $1,587,000 | +1.0% | 34,135 | +1.5% | 0.26% | -1.1% |
| Q2 2019 | $1,571,000 | +6.4% | 33,632 | +6.3% | 0.27% | +1.5% |
| Q1 2019 | $1,477,000 | +13.9% | 31,628 | +8.7% | 0.26% | 0.0% |
| Q4 2018 | $1,297,000 | +4.7% | 29,109 | +10.6% | 0.26% | +17.4% |
| Q3 2018 | $1,239,000 | +1.1% | 26,326 | +0.2% | 0.22% | -3.4% |
| Q2 2018 | $1,225,000 | -0.7% | 26,278 | -0.3% | 0.23% | -4.1% |
| Q1 2018 | $1,234,000 | +4.0% | 26,366 | +4.7% | 0.24% | +1.7% |
| Q4 2017 | $1,187,000 | +0.2% | 25,190 | +1.7% | 0.24% | -3.3% |
| Q3 2017 | $1,185,000 | – | 24,770 | – | 0.25% | – |
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% |