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 2022 | $215,000 | -1.4% | 5,383 | 0.0% | 1.41% | -29.1% |
| Q2 2022 | $218,000 | -22.4% | 5,383 | -15.7% | 1.99% | +158.8% |
| Q1 2022 | $281,000 | -68.0% | 6,383 | -67.1% | 0.77% | -23.8% |
| Q4 2021 | $878,000 | -19.5% | 19,383 | -18.8% | 1.01% | -16.8% |
| Q3 2021 | $1,091,000 | +28.8% | 23,883 | +29.9% | 1.22% | +89.3% |
| Q2 2021 | $847,000 | -48.7% | 18,383 | -49.0% | 0.64% | -52.9% |
| Q1 2021 | $1,651,000 | -3.3% | 36,050 | -4.1% | 1.36% | -7.8% |
| Q4 2020 | $1,708,000 | – | 37,580 | – | 1.48% | – |
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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% |