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 | $243,940 | -10.8% | 5,945 | -9.9% | 0.13% | -7.9% |
| Q2 2023 | $273,597 | -51.9% | 6,601 | -51.6% | 0.14% | -53.8% |
| Q1 2023 | $568,871 | -49.6% | 13,649 | -50.5% | 0.30% | -53.3% |
| Q4 2022 | $1,127,855 | -7.6% | 27,583 | -9.8% | 0.64% | -14.4% |
| Q3 2022 | $1,221,000 | -4.4% | 30,582 | -2.9% | 0.75% | -2.6% |
| Q2 2022 | $1,277,000 | -13.1% | 31,487 | -5.8% | 0.77% | -4.1% |
| Q1 2022 | $1,469,000 | -6.7% | 33,421 | -3.9% | 0.80% | -5.8% |
| Q4 2021 | $1,575,000 | +1.5% | 34,776 | +2.5% | 0.86% | -6.0% |
| Q3 2021 | $1,551,000 | +2.2% | 33,928 | +2.9% | 0.91% | +1.7% |
| Q2 2021 | $1,518,000 | +2.2% | 32,962 | +1.6% | 0.90% | -3.2% |
| Q1 2021 | $1,486,000 | -3.7% | 32,438 | -4.5% | 0.92% | -10.5% |
| Q4 2020 | $1,543,000 | +0.1% | 33,953 | -3.1% | 1.03% | -12.1% |
| Q3 2020 | $1,541,000 | -5.2% | 35,052 | -7.6% | 1.18% | -15.8% |
| Q2 2020 | $1,626,000 | +1.2% | 37,920 | -3.6% | 1.40% | -15.0% |
| Q1 2020 | $1,607,000 | -13.3% | 39,325 | -1.5% | 1.64% | +18.0% |
| Q4 2019 | $1,853,000 | -0.3% | 39,914 | -0.1% | 1.39% | -9.3% |
| Q3 2019 | $1,858,000 | -2.6% | 39,971 | -2.2% | 1.53% | -5.0% |
| Q2 2019 | $1,908,000 | +0.7% | 40,866 | +0.8% | 1.61% | -2.8% |
| Q1 2019 | $1,894,000 | -5.6% | 40,552 | -9.9% | 1.66% | -19.6% |
| Q4 2018 | $2,006,000 | -22.2% | 45,029 | -17.8% | 2.06% | -9.4% |
| Q3 2018 | $2,580,000 | +2.8% | 54,794 | +1.8% | 2.28% | -7.0% |
| Q2 2018 | $2,509,000 | +16.4% | 53,826 | +16.9% | 2.45% | +8.6% |
| Q1 2018 | $2,155,000 | +39.6% | 46,053 | +40.5% | 2.26% | +39.8% |
| Q4 2017 | $1,544,000 | – | 32,771 | – | 1.61% | – |
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% |