ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $975,000 | +4.6% | 22,181 | +7.8% | 0.07% | +13.8% |
| Q4 2021 | $932,000 | +25.9% | 20,572 | +27.1% | 0.06% | +13.7% |
| Q3 2021 | $740,000 | +1.2% | 16,190 | +2.0% | 0.05% | -3.8% |
| Q2 2021 | $731,000 | +18.7% | 15,873 | +18.0% | 0.05% | +3.9% |
| Q1 2021 | $616,000 | +13.4% | 13,452 | +12.5% | 0.05% | -1.9% |
| Q4 2020 | $543,000 | +10.6% | 11,959 | +7.0% | 0.05% | -5.5% |
| Q3 2020 | $491,000 | +20.3% | 11,175 | +17.3% | 0.06% | +3.8% |
| Q2 2020 | $408,000 | – | 9,523 | – | 0.05% | – |
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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% |