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 2023 | $464,109 | -7.3% | 11,311 | -6.3% | 0.09% | -9.2% |
| Q2 2023 | $500,534 | -2.1% | 12,076 | -1.5% | 0.10% | -10.1% |
| Q1 2023 | $511,055 | -49.0% | 12,261 | -44.6% | 0.11% | -47.6% |
| Q4 2021 | $1,003,000 | +0.7% | 22,151 | +1.6% | 0.21% | -10.0% |
| Q3 2021 | $996,000 | -9.0% | 21,801 | -8.3% | 0.23% | -8.3% |
| Q2 2021 | $1,095,000 | +0.6% | 23,776 | 0.0% | 0.25% | -11.0% |
| Q1 2021 | $1,089,000 | -28.7% | 23,776 | -29.3% | 0.28% | -39.8% |
| Q4 2020 | $1,528,000 | +4.0% | 33,618 | +0.6% | 0.47% | -7.7% |
| Q3 2020 | $1,469,000 | -22.8% | 33,426 | -24.6% | 0.51% | -32.5% |
| Q2 2020 | $1,902,000 | -4.6% | 44,339 | -9.1% | 0.75% | -10.7% |
| Q1 2020 | $1,993,000 | -13.9% | 48,771 | -2.2% | 0.84% | +21.6% |
| Q4 2019 | $2,315,000 | – | 49,859 | – | 0.69% | – |
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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% |