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 | $6,833,046 | -13.1% | 166,538 | -12.2% | 0.12% | -10.4% |
| Q2 2023 | $7,864,866 | +37585.0% | 189,743 | -62.1% | 0.14% | -68.6% |
| Q1 2023 | $20,870 | -20.0% | 500,721 | -21.5% | 0.43% | -39.4% |
| Q4 2022 | $26,084 | -99.9% | 637,918 | +21.1% | 0.71% | +5.5% |
| Q3 2022 | $21,038,000 | -5.2% | 526,751 | -3.7% | 0.67% | -2.7% |
| Q2 2022 | $22,191,000 | -9.2% | 547,257 | -1.6% | 0.69% | -7.5% |
| Q1 2022 | $24,436,000 | +54.4% | 555,876 | +59.2% | 0.75% | +58.9% |
| Q4 2021 | $15,822,000 | +4539.9% | 349,268 | +4585.0% | 0.47% | +4172.7% |
| Q3 2021 | $341,000 | +20.9% | 7,455 | +21.9% | 0.01% | +10.0% |
| Q2 2021 | $282,000 | -15.3% | 6,114 | -16.0% | 0.01% | -28.6% |
| Q1 2021 | $333,000 | -63.6% | 7,277 | -63.9% | 0.01% | -67.4% |
| Q4 2020 | $915,000 | +21.8% | 20,145 | +18.0% | 0.04% | -6.5% |
| Q3 2020 | $751,000 | +8.5% | 17,076 | +5.9% | 0.05% | -8.0% |
| Q2 2020 | $692,000 | +11.8% | 16,132 | +6.5% | 0.05% | -12.3% |
| Q1 2020 | $619,000 | +162.3% | 15,147 | +197.9% | 0.06% | +185.0% |
| Q4 2019 | $236,000 | -6.3% | 5,084 | -6.3% | 0.02% | -28.6% |
| Q3 2019 | $252,000 | – | 5,427 | – | 0.03% | – |
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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% |