ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,961 | -1.0% | 1,632 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $67,647 | -97.6% | 1,632 | -97.6% | 0.03% | -97.6% |
| Q1 2023 | $2,856,878 | +0.1% | 68,543 | -1.8% | 1.14% | -8.7% |
| Q4 2022 | $2,853,491 | -14.0% | 69,785 | -16.0% | 1.25% | -35.5% |
| Q3 2022 | $3,319,000 | -18.7% | 83,112 | -17.5% | 1.94% | -22.9% |
| Q2 2022 | $4,083,000 | -34.6% | 100,696 | -29.1% | 2.51% | -28.3% |
| Q1 2022 | $6,241,000 | -0.3% | 141,971 | +2.8% | 3.50% | -6.3% |
| Q4 2021 | $6,257,000 | -0.3% | 138,118 | +0.6% | 3.74% | -10.2% |
| Q3 2021 | $6,274,000 | +3.6% | 137,290 | +4.4% | 4.16% | +3.0% |
| Q2 2021 | $6,056,000 | – | 131,479 | – | 4.04% | – |
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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% |