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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $542,918 | +170.1% | 13,278 | +168.5% | 0.21% | +170.9% |
| Q2 2022 | $201,000 | -46.5% | 4,946 | -42.2% | 0.08% | -43.2% |
| Q1 2022 | $376,000 | -72.3% | 8,557 | -71.4% | 0.14% | -74.4% |
| Q4 2021 | $1,355,000 | -39.4% | 29,905 | -38.9% | 0.54% | -57.7% |
| Q3 2021 | $2,237,000 | -13.9% | 48,954 | -13.7% | 1.29% | -18.2% |
| Q2 2021 | $2,597,000 | 0.0% | 56,696 | 0.0% | 1.57% | -3.1% |
| Q1 2021 | $2,597,000 | +8.3% | 56,696 | +7.5% | 1.62% | -6.0% |
| Q4 2020 | $2,397,000 | – | 52,761 | – | 1.73% | – |
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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% |