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 | $90,403,664 | +1048666.4% | 4,861,729 | +2237.9% | 1.00% | +4230.4% |
| Q2 2023 | $8,620 | +2.6% | 207,950 | +3.0% | 0.02% | -91.1% |
| Q1 2023 | $8,403 | +152.6% | 201,807 | +148.0% | 0.26% | +1423.5% |
| Q4 2022 | $3,327 | -99.9% | 81,369 | -0.5% | 0.02% | -84.5% |
| Q3 2022 | $3,266,000 | -54.1% | 81,767 | -53.5% | 0.11% | -50.2% |
| Q2 2022 | $7,110,000 | +89.0% | 175,666 | +104.9% | 0.22% | +110.5% |
| Q1 2022 | $3,761,000 | -38.4% | 85,727 | -37.1% | 0.10% | -23.9% |
| Q4 2021 | $6,105,000 | +2.4% | 136,250 | +4.5% | 0.14% | -95.1% |
| Q3 2021 | $5,961,000 | -37.3% | 130,423 | -36.8% | 2.81% | -17.5% |
| Q2 2021 | $9,500,000 | +6.8% | 206,261 | +6.2% | 3.40% | +1769.8% |
| Q1 2021 | $8,897,000 | +1651.4% | 194,211 | +1623.3% | 0.18% | -60.9% |
| Q4 2020 | $508,000 | -66.2% | 11,270 | -69.3% | 0.46% | +9200.0% |
| Q1 2020 | $1,501,000 | -21.4% | 36,722 | -10.7% | 0.01% | -99.6% |
| Q4 2019 | $1,909,000 | +35.9% | 41,116 | +36.0% | 1.32% | +8.8% |
| Q3 2019 | $1,405,000 | +228.3% | 30,226 | +229.9% | 1.21% | +244.4% |
| Q2 2019 | $428,000 | +4655.6% | 9,161 | +4390.7% | 0.35% | +4914.3% |
| Q1 2019 | $9,000 | – | 204 | – | 0.01% | – |
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% |