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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $220,000 | +7.3% | 4,859 | +8.6% | 0.02% | -8.0% |
| Q3 2021 | $205,000 | -12.4% | 4,475 | -11.1% | 0.02% | -77.3% |
| Q3 2019 | $234,000 | -91.3% | 5,035 | -13.0% | 0.11% | +0.9% |
| Q2 2019 | $2,701,000 | +757.5% | 5,785 | -14.3% | 0.11% | -23.8% |
| Q1 2019 | $315,000 | +9.8% | 6,747 | +4.7% | 0.14% | -15.4% |
| Q4 2018 | $287,000 | -8.9% | 6,445 | -3.7% | 0.17% | +25.2% |
| Q3 2018 | $315,000 | +2.3% | 6,695 | +1.3% | 0.14% | -6.9% |
| Q2 2018 | $308,000 | +1.0% | 6,610 | +1.5% | 0.14% | -4.6% |
| Q1 2018 | $305,000 | -9.0% | 6,510 | -7.1% | 0.15% | -26.2% |
| Q4 2017 | $335,000 | 0.0% | 7,010 | 0.0% | 0.21% | -2.8% |
| Q3 2017 | $335,000 | -21.0% | 7,010 | -20.9% | 0.21% | -21.2% |
| Q2 2017 | $424,000 | -10.4% | 8,860 | -10.6% | 0.27% | -5.3% |
| Q1 2017 | $473,000 | -39.1% | 9,910 | -39.6% | 0.28% | -53.9% |
| Q4 2016 | $777,000 | – | 16,410 | – | 0.62% | – |
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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% |