ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,146 | +27.4% | 6,730 | +28.7% | 0.03% | +4.0% |
| Q2 2023 | $216,745 | -53.0% | 5,229 | -48.6% | 0.02% | -59.0% |
| Q4 2021 | $461,000 | -3.8% | 10,182 | -2.9% | 0.06% | -11.6% |
| Q3 2021 | $479,000 | +2.4% | 10,490 | +3.1% | 0.07% | +21.1% |
| Q2 2021 | $468,000 | +12.5% | 10,170 | +11.8% | 0.06% | -17.4% |
| Q1 2021 | $416,000 | +4522.2% | 9,100 | +4382.8% | 0.07% | +3350.0% |
| Q4 2020 | $9,000 | -99.9% | 203 | +6.8% | 0.00% | -50.0% |
| Q3 2020 | $8,386,000 | +40.4% | 190 | +37.7% | 0.00% | +33.3% |
| Q2 2020 | $5,972,000 | +10.7% | 138 | +4.5% | 0.00% | 0.0% |
| Q1 2020 | $5,395,000 | -41.0% | 132 | -32.7% | 0.00% | -40.0% |
| Q4 2019 | $9,147,000 | – | 196 | – | 0.01% | – |
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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% |