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 | $83,349 | 0.0% | 2,025 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $83,349 | -10.3% | 2,025 | -9.2% | 0.01% | -27.3% |
| Q1 2023 | $92,946 | +78.7% | 2,230 | +69.7% | 0.01% | +57.1% |
| Q3 2022 | $52,000 | -1.9% | 1,314 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $53,000 | -86.8% | 1,314 | -85.7% | 0.01% | -89.3% |
| Q1 2022 | $403,000 | -14.8% | 9,165 | -12.2% | 0.06% | +21.7% |
| Q4 2021 | $473,000 | -99.6% | 10,437 | -99.6% | 0.05% | -99.6% |
| Q3 2021 | $133,073,000 | +230.4% | 2,911,879 | +233.0% | 11.31% | +266.9% |
| Q2 2021 | $40,276,000 | +17.7% | 874,426 | +17.0% | 3.08% | +42.4% |
| Q1 2021 | $34,225,000 | +4660.1% | 747,101 | +4357.4% | 2.17% | +1800.0% |
| Q2 2020 | $719,000 | -45.2% | 16,761 | -47.8% | 0.11% | -53.8% |
| Q1 2020 | $1,312,000 | +306.2% | 32,080 | +360.7% | 0.25% | +268.7% |
| Q4 2019 | $323,000 | -0.3% | 6,964 | 0.0% | 0.07% | -6.9% |
| Q3 2019 | $324,000 | +29.6% | 6,964 | +30.0% | 0.07% | +105.7% |
| Q2 2019 | $250,000 | 0.0% | 5,357 | 0.0% | 0.04% | -14.6% |
| Q1 2019 | $250,000 | -98.8% | 5,357 | -98.8% | 0.04% | -99.2% |
| Q3 2018 | $20,301,000 | -12.6% | 431,208 | -13.4% | 5.27% | -41.2% |
| Q2 2018 | $23,222,000 | – | 498,107 | – | 8.96% | – |
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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% |