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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $62,000 | -27.9% | 1,352 | -27.5% | 0.02% | -33.3% |
| Q2 2021 | $86,000 | -64.8% | 1,865 | -65.3% | 0.03% | -72.3% |
| Q1 2021 | $244,000 | 0.0% | 5,382 | 0.0% | 0.12% | 0.0% |
| Q4 2020 | $244,000 | -88.8% | 5,382 | -89.2% | 0.12% | -90.8% |
| Q3 2020 | $2,185,000 | +26.3% | 49,723 | +23.3% | 1.29% | +5.8% |
| Q2 2020 | $1,730,000 | +55.2% | 40,342 | +49.9% | 1.22% | +24.9% |
| Q1 2020 | $1,115,000 | +3616.7% | 26,920 | +3997.4% | 0.97% | +3958.3% |
| Q4 2019 | $30,000 | +15.4% | 657 | +16.5% | 0.02% | -4.0% |
| Q3 2019 | $26,000 | – | 564 | – | 0.02% | – |
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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% |