ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $41 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
Q3 2022 | $166,000 | +176.7% | 4,163 | +181.9% | 0.08% | +207.4% |
Q2 2022 | $60,000 | -62.5% | 1,477 | -59.4% | 0.03% | -58.5% |
Q1 2022 | $160,000 | -0.6% | 3,634 | +2.3% | 0.06% | 0.0% |
Q4 2021 | $161,000 | -0.6% | 3,552 | 0.0% | 0.06% | -9.7% |
Q3 2021 | $162,000 | -1.2% | 3,552 | 0.0% | 0.07% | -2.7% |
Q2 2021 | $164,000 | +0.6% | 3,552 | 0.0% | 0.07% | -8.6% |
Q1 2021 | $163,000 | +1.2% | 3,552 | 0.0% | 0.08% | -5.8% |
Q4 2020 | $161,000 | +3.2% | 3,552 | 0.0% | 0.09% | -11.3% |
Q3 2020 | $156,000 | -9.3% | 3,552 | -11.5% | 0.10% | -16.4% |
Q2 2020 | $172,000 | -9.0% | 4,015 | -13.1% | 0.12% | -9.4% |
Q1 2020 | $189,000 | +3680.0% | 4,619 | +4661.9% | 0.13% | +4166.7% |
Q4 2019 | $5,000 | – | 97 | – | 0.00% | – |
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% |