ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 215 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $535,000 | -15.9% | 11,779 | -18.6% | 0.07% | -28.7% |
| Q3 2020 | $636,000 | +43.9% | 14,465 | +40.3% | 0.09% | +32.4% |
| Q2 2020 | $442,000 | +89.7% | 10,313 | +80.6% | 0.07% | +57.8% |
| Q1 2020 | $233,000 | +2.2% | 5,711 | +199.2% | 0.04% | +60.7% |
| Q1 2019 | $228,000 | -14.0% | 1,909 | -68.2% | 0.03% | -50.9% |
| Q4 2018 | $265,000 | -70.6% | 5,999 | -86.0% | 0.06% | +418.2% |
| Q3 2018 | $900,000 | -29.6% | 42,876 | -27.7% | 0.01% | -21.4% |
| Q2 2018 | $1,278,000 | – | 59,274 | – | 0.01% | – |
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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% |