ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,570 | -67.0% | 87 | -66.7% | 0.00% | – |
Q2 2023 | $10,818 | -0.6% | 261 | 0.0% | 0.00% | – |
Q1 2023 | $10,878 | -16.9% | 261 | -18.4% | 0.00% | – |
Q4 2022 | $13,085 | +161.7% | 320 | +150.0% | 0.00% | – |
Q3 2022 | $5,000 | -50.0% | 128 | -45.8% | 0.00% | – |
Q2 2022 | $10,000 | 0.0% | 236 | 0.0% | 0.00% | – |
Q1 2022 | $10,000 | -9.1% | 236 | 0.0% | 0.00% | – |
Q4 2021 | $11,000 | 0.0% | 236 | 0.0% | 0.00% | – |
Q3 2021 | $11,000 | -85.5% | 236 | -85.8% | 0.00% | -100.0% |
Q2 2021 | $76,000 | 0.0% | 1,657 | 0.0% | 0.00% | -33.3% |
Q1 2021 | $76,000 | -10.6% | 1,657 | -11.6% | 0.00% | -25.0% |
Q4 2020 | $85,000 | +750.0% | 1,875 | +694.5% | 0.00% | +300.0% |
Q3 2020 | $10,000 | -80.4% | 236 | -80.4% | 0.00% | -66.7% |
Q2 2020 | $51,000 | -20.3% | 1,204 | -23.7% | 0.00% | -50.0% |
Q1 2020 | $64,000 | -48.8% | 1,577 | -41.5% | 0.01% | -33.3% |
Q4 2019 | $125,000 | +56.2% | 2,696 | +56.5% | 0.01% | +125.0% |
Q3 2019 | $80,000 | – | 1,723 | – | 0.00% | – |
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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% |