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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814,262 | -0.0% | 19,846 | +1.0% | 0.01% | +8.3% |
| Q2 2023 | $814,445 | -13.1% | 19,649 | -12.7% | 0.01% | -20.0% |
| Q1 2023 | $937,675 | -63.9% | 22,497 | -64.6% | 0.02% | -65.9% |
| Q4 2022 | $2,599,033 | +1282.5% | 63,562 | +1252.4% | 0.04% | +1000.0% |
| Q3 2022 | $188,000 | -15.7% | 4,700 | -14.4% | 0.00% | 0.0% |
| Q2 2022 | $223,000 | -7.1% | 5,492 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $240,000 | -6.2% | 5,459 | -3.3% | 0.00% | 0.0% |
| Q4 2021 | $256,000 | +146.2% | 5,643 | +147.5% | 0.00% | +100.0% |
| Q3 2021 | $104,000 | -5.5% | 2,280 | -4.4% | 0.00% | 0.0% |
| Q2 2021 | $110,000 | -100.0% | 2,385 | -77.7% | 0.00% | -50.0% |
| Q1 2021 | $488,976,000 | +20350.7% | 10,674 | -79.7% | 0.00% | -92.3% |
| Q4 2020 | $2,391,000 | +14.1% | 52,625 | +10.3% | 0.05% | -1.9% |
| Q3 2020 | $2,096,000 | +13.6% | 47,693 | +10.9% | 0.05% | 0.0% |
| Q2 2020 | $1,845,000 | +24.5% | 43,006 | +18.5% | 0.05% | -1.9% |
| Q1 2020 | $1,482,000 | +148100.0% | 36,280 | +116932.3% | 0.05% | – |
| Q2 2017 | $1,000 | 0.0% | 31 | +40.9% | 0.00% | – |
| Q1 2017 | $1,000 | – | 22 | – | 0.00% | – |
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% |