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 | $1,014,000 | -19.1% | 22,383 | -18.5% | 0.32% | -26.1% |
| Q3 2021 | $1,254,000 | -16.0% | 27,449 | -15.3% | 0.43% | -17.6% |
| Q2 2021 | $1,493,000 | -34.2% | 32,414 | -34.5% | 0.52% | -43.1% |
| Q1 2021 | $2,268,000 | -35.4% | 49,518 | -35.9% | 0.91% | -44.0% |
| Q4 2020 | $3,512,000 | +13.0% | 77,288 | +9.3% | 1.62% | -1.0% |
| Q3 2020 | $3,108,000 | +9.8% | 70,716 | +7.2% | 1.64% | -1.6% |
| Q2 2020 | $2,830,000 | – | 65,990 | – | 1.66% | – |
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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% |