ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $746,000 | -2.6% | 18,668 | -1.1% | 0.33% | +6.7% |
| Q2 2022 | $766,000 | -14.0% | 18,884 | -6.9% | 0.31% | +5.0% |
| Q1 2022 | $891,000 | -2.6% | 20,293 | +0.5% | 0.30% | +10.8% |
| Q4 2021 | $915,000 | -36.9% | 20,193 | -36.4% | 0.27% | -43.2% |
| Q3 2021 | $1,451,000 | -5.7% | 31,740 | -4.9% | 0.47% | -3.7% |
| Q2 2021 | $1,538,000 | +44.5% | 33,385 | +43.7% | 0.49% | +33.0% |
| Q1 2021 | $1,064,000 | +64.2% | 23,231 | +63.0% | 0.37% | +56.8% |
| Q4 2020 | $648,000 | +23.2% | 14,255 | +19.1% | 0.24% | +12.9% |
| Q3 2020 | $526,000 | +1.0% | 11,964 | -1.4% | 0.21% | -5.4% |
| Q2 2020 | $521,000 | -21.9% | 12,138 | -25.6% | 0.22% | -41.4% |
| Q1 2020 | $667,000 | – | 16,316 | – | 0.38% | – |
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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% |