ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,247,000 | +2.4% | 27,073 | +1.9% | 0.02% | -14.3% |
| Q1 2021 | $1,218,000 | -37.2% | 26,578 | -37.9% | 0.03% | -46.2% |
| Q4 2020 | $1,940,000 | +91.5% | 42,768 | +74.9% | 0.05% | +23.8% |
| Q3 2020 | $1,013,000 | +7.7% | 24,451 | +6.0% | 0.04% | +5.0% |
| Q2 2020 | $941,000 | -11.6% | 23,069 | -13.5% | 0.04% | -25.9% |
| Q1 2020 | $1,064,000 | +10.1% | 26,667 | +27.5% | 0.05% | +35.0% |
| Q4 2019 | $966,000 | – | 20,923 | – | 0.04% | – |
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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% |