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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $211,851 | -63.0% | 5,181 | -63.8% | 0.07% | -66.5% |
| Q3 2022 | $572,000 | -85.5% | 14,322 | -85.3% | 0.20% | -83.8% |
| Q2 2022 | $3,950,000 | -17.5% | 97,414 | -10.5% | 1.25% | -10.6% |
| Q1 2022 | $4,787,000 | +44.5% | 108,888 | +48.9% | 1.40% | +54.2% |
| Q4 2021 | $3,313,000 | +4.9% | 73,143 | +5.8% | 0.91% | -6.5% |
| Q3 2021 | $3,159,000 | +90.3% | 69,115 | +91.8% | 0.97% | +82.7% |
| Q2 2021 | $1,660,000 | +3.4% | 36,042 | +2.8% | 0.53% | -6.2% |
| Q1 2021 | $1,605,000 | -30.4% | 35,044 | -30.9% | 0.57% | -34.5% |
| Q4 2020 | $2,306,000 | +8.3% | 50,744 | +4.7% | 0.86% | -5.9% |
| Q3 2020 | $2,130,000 | +35.6% | 48,471 | +32.4% | 0.92% | +13.5% |
| Q2 2020 | $1,571,000 | – | 36,623 | – | 0.81% | – |
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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% |