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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $690,429 | +1.9% | 16,565 | 0.0% | 0.25% | -2.4% |
| Q4 2022 | $677,343 | -33.7% | 16,565 | -35.2% | 0.25% | -39.8% |
| Q3 2022 | $1,021,000 | -1.4% | 25,565 | 0.0% | 0.42% | +4.2% |
| Q2 2022 | $1,036,000 | -7.7% | 25,565 | 0.0% | 0.40% | +2.8% |
| Q1 2022 | $1,123,000 | -3.0% | 25,565 | 0.0% | 0.39% | +0.5% |
| Q4 2021 | $1,158,000 | -0.9% | 25,565 | 0.0% | 0.39% | -8.2% |
| Q3 2021 | $1,168,000 | -0.8% | 25,565 | 0.0% | 0.42% | -2.3% |
| Q2 2021 | $1,178,000 | -3.2% | 25,565 | -3.8% | 0.44% | -9.0% |
| Q1 2021 | $1,217,000 | +0.8% | 26,565 | 0.0% | 0.48% | -8.3% |
| Q4 2020 | $1,207,000 | +11.3% | 26,565 | +7.7% | 0.52% | -1.9% |
| Q3 2020 | $1,084,000 | +3.2% | 24,665 | +0.7% | 0.53% | -3.3% |
| Q2 2020 | $1,050,000 | -10.6% | 24,490 | -14.8% | 0.55% | -20.1% |
| Q1 2020 | $1,175,000 | -5.2% | 28,750 | +7.7% | 0.69% | +18.2% |
| Q4 2019 | $1,240,000 | +108.4% | 26,700 | +108.6% | 0.58% | +92.4% |
| Q3 2019 | $595,000 | +10.4% | 12,800 | +10.8% | 0.30% | +8.6% |
| Q2 2019 | $539,000 | +3.1% | 11,550 | +3.1% | 0.28% | -2.1% |
| Q1 2019 | $523,000 | +18.9% | 11,200 | +13.4% | 0.28% | +3.6% |
| Q4 2018 | $440,000 | +4.5% | 9,875 | +10.3% | 0.27% | +12.8% |
| Q3 2018 | $421,000 | +10.2% | 8,950 | +9.1% | 0.24% | +3.0% |
| Q2 2018 | $382,000 | +44.7% | 8,200 | +45.1% | 0.24% | +45.7% |
| Q1 2018 | $264,000 | -0.8% | 5,650 | 0.0% | 0.16% | -0.6% |
| Q4 2017 | $266,000 | +56.5% | 5,650 | +59.2% | 0.16% | +49.5% |
| Q3 2017 | $170,000 | 0.0% | 3,550 | 0.0% | 0.11% | -5.2% |
| Q2 2017 | $170,000 | 0.0% | 3,550 | 0.0% | 0.12% | -5.7% |
| Q1 2017 | $170,000 | +49.1% | 3,550 | +47.9% | 0.12% | +40.2% |
| Q4 2016 | $114,000 | – | 2,400 | – | 0.09% | – |
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% |