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 2023 | $324,014 | -12.3% | 7,897 | -12.6% | 0.07% | -18.2% |
| Q2 2023 | $369,564 | 0.0% | 9,038 | 0.0% | 0.09% | -2.2% |
| Q1 2023 | $369,564 | 0.0% | 9,038 | 0.0% | 0.09% | +1.1% |
| Q4 2022 | $369,564 | +8.7% | 9,038 | +7.5% | 0.09% | +1.1% |
| Q3 2022 | $340,000 | -3.1% | 8,406 | -0.3% | 0.09% | 0.0% |
| Q2 2022 | $351,000 | +1.2% | 8,434 | +6.8% | 0.09% | +10.0% |
| Q1 2022 | $347,000 | -3.1% | 7,897 | 0.0% | 0.08% | -7.0% |
| Q4 2021 | $358,000 | -0.8% | 7,897 | 0.0% | 0.09% | -9.5% |
| Q3 2021 | $361,000 | +3911.1% | 7,897 | +3949.7% | 0.10% | +3066.7% |
| Q1 2021 | $9,000 | -98.0% | 195 | -98.0% | 0.00% | -97.9% |
| Q4 2020 | $446,000 | +16.1% | 9,817 | +12.4% | 0.14% | +89.3% |
| Q3 2020 | $384,000 | -6.3% | 8,737 | -8.5% | 0.08% | -51.6% |
| Q2 2020 | $410,000 | +1.7% | 9,552 | -3.1% | 0.16% | -20.5% |
| Q1 2020 | $403,000 | +2418.8% | 9,862 | +2639.4% | 0.20% | +2337.5% |
| Q4 2018 | $16,000 | – | 360 | – | 0.01% | – |
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% |