ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,244 | -0.6% | 30 | 0.0% | 0.00% | – |
| Q1 2023 | $1,251 | -99.9% | 30 | -99.9% | 0.00% | -100.0% |
| Q4 2022 | $861,021 | -17.7% | 21,057 | -8.5% | 0.08% | -29.6% |
| Q4 2020 | $1,046,000 | -11.0% | 23,017 | -13.9% | 0.11% | -20.6% |
| Q3 2020 | $1,175,000 | +35.1% | 26,733 | +31.9% | 0.14% | +16.2% |
| Q2 2020 | $870,000 | +16.5% | 20,274 | +11.0% | 0.12% | +19.4% |
| Q1 2020 | $747,000 | -65.2% | 18,266 | -60.0% | 0.10% | -74.2% |
| Q3 2018 | $2,146,000 | -0.2% | 45,716 | -0.5% | 0.38% | -5.2% |
| Q2 2018 | $2,150,000 | -1.8% | 45,946 | -1.8% | 0.40% | -5.0% |
| Q1 2018 | $2,189,000 | -4.5% | 46,785 | -3.8% | 0.42% | -3.9% |
| Q4 2017 | $2,292,000 | +4.4% | 48,632 | +5.4% | 0.44% | -5.4% |
| Q3 2017 | $2,196,000 | -0.1% | 46,134 | +0.4% | 0.46% | -7.2% |
| Q2 2017 | $2,199,000 | +68.4% | 45,948 | +67.6% | 0.50% | +65.6% |
| Q1 2017 | $1,306,000 | +93.5% | 27,410 | +92.2% | 0.30% | +58.9% |
| Q4 2016 | $675,000 | – | 14,260 | – | 0.19% | – |
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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% |