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 | $15,300,704 | +109.2% | 372,915 | +111.4% | 3.82% | +125.3% |
| Q2 2023 | $7,313,331 | -22.2% | 176,437 | -21.7% | 1.70% | -28.5% |
| Q1 2023 | $9,396,640 | -20.4% | 225,447 | -22.6% | 2.37% | -35.6% |
| Q2 2022 | $11,808,000 | -28.7% | 291,194 | -22.7% | 3.68% | -12.1% |
| Q1 2022 | $16,564,000 | +11.0% | 376,793 | +14.3% | 4.19% | +17.0% |
| Q4 2021 | $14,927,000 | +3.6% | 329,517 | +4.5% | 3.58% | -16.5% |
| Q3 2021 | $14,406,000 | -25.5% | 315,224 | -24.9% | 4.28% | -10.9% |
| Q2 2021 | $19,341,000 | +0.7% | 419,902 | +0.1% | 4.81% | -0.4% |
| Q1 2021 | $19,198,000 | +173.3% | 419,634 | +173.2% | 4.83% | +152.4% |
| Q4 2020 | $7,024,000 | – | 153,625 | – | 1.91% | – |
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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% |