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 | $868,433 | +76.1% | 22,729 | +92.1% | 0.06% | +80.0% |
| Q1 2023 | $493,131 | -51.6% | 11,831 | -52.5% | 0.04% | -53.9% |
| Q4 2022 | $1,018,944 | +33.0% | 24,919 | +81.1% | 0.08% | +20.6% |
| Q3 2022 | $766,000 | +82.4% | 13,758 | +33.1% | 0.06% | +85.3% |
| Q2 2022 | $420,000 | -30.5% | 10,335 | -24.9% | 0.03% | -15.0% |
| Q1 2022 | $604,000 | -9.2% | 13,755 | -6.3% | 0.04% | -4.8% |
| Q4 2021 | $665,000 | +1.8% | 14,680 | +2.8% | 0.04% | -4.5% |
| Q3 2021 | $653,000 | -0.3% | 14,286 | +0.6% | 0.04% | 0.0% |
| Q2 2021 | $655,000 | -12.4% | 14,202 | -13.0% | 0.04% | -17.0% |
| Q1 2021 | $748,000 | -1.7% | 16,326 | -1.4% | 0.05% | +1.9% |
| Q4 2020 | $761,000 | -46.4% | 16,556 | -48.8% | 0.05% | -57.0% |
| Q3 2020 | $1,420,000 | +0.4% | 32,312 | -1.9% | 0.12% | -9.7% |
| Q2 2020 | $1,414,000 | +25.4% | 32,952 | +19.4% | 0.13% | -16.8% |
| Q1 2020 | $1,128,000 | +41.5% | 27,595 | +60.8% | 0.16% | +89.4% |
| Q4 2019 | $797,000 | +220.1% | 17,156 | +219.7% | 0.08% | +203.6% |
| Q3 2019 | $249,000 | -6.0% | 5,366 | -5.5% | 0.03% | -9.7% |
| Q2 2019 | $265,000 | -0.7% | 5,676 | -0.7% | 0.03% | -6.1% |
| Q1 2019 | $267,000 | -23.7% | 5,717 | -27.2% | 0.03% | -31.2% |
| Q4 2018 | $350,000 | +69.9% | 7,852 | +79.2% | 0.05% | +108.7% |
| Q3 2018 | $206,000 | +2.5% | 4,382 | +1.4% | 0.02% | -4.2% |
| Q2 2018 | $201,000 | – | 4,323 | – | 0.02% | – |
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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% |