ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $242,786 | +1.9% | 5,825 | 0.0% | 0.06% | -3.3% |
Q4 2022 | $238,184 | +15.6% | 5,825 | +12.7% | 0.06% | +7.1% |
Q3 2022 | $206,000 | -14.5% | 5,170 | -13.0% | 0.06% | -8.2% |
Q2 2022 | $241,000 | -7.7% | 5,940 | 0.0% | 0.06% | +13.0% |
Q1 2022 | $261,000 | -41.9% | 5,940 | -40.1% | 0.05% | -20.6% |
Q4 2021 | $449,000 | -0.7% | 9,913 | +0.2% | 0.07% | -29.9% |
Q3 2021 | $452,000 | +10.8% | 9,890 | +11.6% | 0.10% | +16.9% |
Q2 2021 | $408,000 | +1033.3% | 8,860 | +1028.7% | 0.08% | +937.5% |
Q1 2021 | $36,000 | – | 785 | – | 0.01% | – |
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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% |