ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $599,000 | +1.7% | 13,073 | +0.9% | 0.19% | -12.3% |
| Q4 2020 | $589,000 | -62.7% | 12,962 | -63.9% | 0.21% | -65.8% |
| Q3 2020 | $1,578,000 | +3.8% | 35,914 | +1.3% | 0.62% | -17.1% |
| Q2 2020 | $1,520,000 | +6.4% | 35,447 | +1.4% | 0.75% | -22.2% |
| Q1 2020 | $1,429,000 | -11.2% | 34,954 | +0.8% | 0.96% | +7.4% |
| Q4 2019 | $1,609,000 | +1.6% | 34,661 | +1.8% | 0.90% | -4.1% |
| Q3 2019 | $1,583,000 | – | 34,054 | – | 0.93% | – |
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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% |