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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,960,290 | +0.1% | 72,396 | +7.6% | 2.09% | +33.8% |
| Q1 2022 | $2,956,000 | -50.2% | 67,258 | -48.6% | 1.56% | -46.9% |
| Q4 2021 | $5,930,000 | -0.4% | 130,911 | +0.5% | 2.94% | -5.3% |
| Q3 2021 | $5,953,000 | +20.1% | 130,271 | +21.0% | 3.10% | +16.4% |
| Q2 2021 | $4,957,000 | +95.1% | 107,621 | +94.0% | 2.66% | +93.5% |
| Q1 2021 | $2,541,000 | – | 55,477 | – | 1.38% | – |
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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% |