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 | $875 | -6.9% | 21,328 | -5.9% | 0.14% | +15.8% |
| Q2 2023 | $940 | -6.4% | 22,677 | -5.9% | 0.12% | -34.4% |
| Q1 2023 | $1,004 | -89.5% | 24,099 | -89.7% | 0.18% | -91.6% |
| Q4 2022 | $9,575 | -99.0% | 234,168 | -74.5% | 2.17% | +929.9% |
| Q3 2022 | $917,000 | +8.0% | 917,588 | +4283.0% | 0.21% | +62.3% |
| Q2 2022 | $849,000 | +4616.7% | 20,935 | -97.4% | 0.13% | +66.7% |
| Q1 2022 | $18,000 | -97.8% | 806,095 | +4302.5% | 0.08% | -29.1% |
| Q4 2021 | $818,000 | +23.2% | 18,310 | +26.0% | 0.11% | +20.9% |
| Q3 2021 | $664,000 | -90.3% | 14,536 | -90.3% | 0.09% | -91.6% |
| Q4 2020 | $6,826,000 | – | 150,227 | – | 1.09% | – |
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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% |