ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $218,000 | -13.1% | 4,764 | -12.4% | 0.06% | -16.4% |
Q2 2021 | $251,000 | +9.6% | 5,440 | +9.0% | 0.07% | 0.0% |
Q1 2021 | $229,000 | -46.2% | 4,991 | -46.8% | 0.07% | -55.9% |
Q4 2020 | $426,000 | 0.0% | 9,373 | -3.4% | 0.15% | -16.0% |
Q3 2020 | $426,000 | +36.1% | 9,702 | +32.9% | 0.18% | +19.9% |
Q2 2020 | $313,000 | – | 7,302 | – | 0.15% | – |
Download |
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% |