ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,462 | -76.6% | 6,494 | -76.4% | 0.00% | -76.9% |
| Q2 2023 | $1,140,621 | -47.4% | 27,517 | -47.1% | 0.01% | -51.9% |
| Q1 2023 | $2,167,211 | -91.4% | 51,997 | -93.2% | 0.03% | -96.0% |
| Q4 2022 | $25,283,373 | +36.0% | 768,374 | +65.1% | 0.68% | +123.6% |
| Q3 2022 | $18,592,000 | +396.1% | 465,479 | +403.6% | 0.30% | +391.9% |
| Q2 2022 | $3,748,000 | +115.2% | 92,423 | +133.3% | 0.06% | +121.4% |
| Q1 2022 | $1,742,000 | +58.1% | 39,622 | +62.9% | 0.03% | +64.7% |
| Q4 2021 | $1,102,000 | +71.9% | 24,323 | +73.4% | 0.02% | +6.2% |
| Q3 2021 | $641,000 | -9.6% | 14,030 | -8.9% | 0.02% | -15.8% |
| Q2 2021 | $709,000 | +15.7% | 15,395 | +15.1% | 0.02% | +5.6% |
| Q1 2021 | $613,000 | -93.5% | 13,376 | -93.6% | 0.02% | -94.2% |
| Q4 2020 | $9,460,000 | +17.6% | 208,184 | +13.7% | 0.31% | +10.7% |
| Q3 2020 | $8,047,000 | +24.9% | 183,087 | +21.9% | 0.28% | +11.1% |
| Q2 2020 | $6,441,000 | +20.2% | 150,161 | +14.5% | 0.25% | -2.3% |
| Q1 2020 | $5,360,000 | +967.7% | 131,139 | +1111.2% | 0.26% | +1190.0% |
| Q4 2019 | $502,000 | – | 10,827 | – | 0.02% | – |
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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% |