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 | $439,540 | +1.8% | 10,713 | +2.8% | 0.24% | -2.0% |
Q2 2023 | $431,857 | +21.0% | 10,419 | +21.6% | 0.25% | +9.3% |
Q1 2023 | $357,033 | +8.5% | 8,566 | +6.5% | 0.23% | -3.8% |
Q4 2022 | $329,001 | +27.0% | 8,046 | +40.7% | 0.24% | +96.7% |
Q4 2021 | $259,000 | +23.3% | 5,717 | +24.1% | 0.12% | +10.1% |
Q3 2021 | $210,000 | +4.5% | 4,606 | +5.0% | 0.11% | -5.2% |
Q1 2021 | $201,000 | -38.5% | 4,386 | -39.2% | 0.12% | -46.0% |
Q4 2020 | $327,000 | – | 7,215 | – | 0.21% | – |
Download |
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% |