ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,710 | -59.3% | 9,449 | -58.9% | 0.12% | -47.0% |
| Q2 2023 | $953,683 | +30.7% | 23,007 | +31.4% | 0.23% | +22.8% |
| Q1 2023 | $729,918 | +91.7% | 17,512 | +86.5% | 0.19% | +71.8% |
| Q4 2022 | $380,803 | -4.8% | 9,391 | -7.2% | 0.11% | -6.8% |
| Q3 2022 | $400,000 | +5.5% | 10,116 | +7.7% | 0.12% | +7.3% |
| Q2 2022 | $379,000 | -9.5% | 9,391 | -1.6% | 0.11% | +6.8% |
| Q1 2022 | $419,000 | -3.2% | 9,544 | -0.4% | 0.10% | +2.0% |
| Q4 2021 | $433,000 | -4.6% | 9,581 | -3.5% | 0.10% | -11.4% |
| Q3 2021 | $454,000 | -1.9% | 9,926 | +24.8% | 0.11% | -2.6% |
| Q2 2021 | $463,000 | +22.8% | 7,954 | -2.7% | 0.12% | +12.5% |
| Q1 2021 | $377,000 | -79.9% | 8,175 | -80.2% | 0.10% | -81.2% |
| Q4 2020 | $1,875,000 | -91.7% | 41,263 | -27.4% | 0.55% | +49.9% |
| Q3 2020 | $22,502,000 | +851.5% | 56,821 | +3.0% | 0.37% | -57.8% |
| Q2 2020 | $2,365,000 | +25.0% | 55,144 | +19.1% | 0.87% | -1.0% |
| Q1 2020 | $1,892,000 | +110.9% | 46,317 | +143.5% | 0.88% | +140.6% |
| Q2 2019 | $897,000 | +14.0% | 19,022 | +12.4% | 0.37% | +8.9% |
| Q1 2019 | $787,000 | +91.0% | 16,925 | -73.6% | 0.34% | +41.6% |
| Q4 2018 | $412,000 | -73.0% | 64,109 | +101.5% | 0.24% | -68.3% |
| Q3 2018 | $1,527,000 | +171.2% | 31,809 | +163.1% | 0.75% | +138.9% |
| Q2 2018 | $563,000 | +166.8% | 12,090 | +167.8% | 0.31% | +147.2% |
| Q1 2018 | $211,000 | – | 4,515 | – | 0.13% | – |
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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% |