ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,946 | -64.2% | 1,583 | -63.8% | 0.00% | -71.4% |
| Q2 2023 | $181,442 | +33.0% | 4,377 | +33.7% | 0.01% | +40.0% |
| Q1 2023 | $136,454 | +12260.0% | 3,274 | -87.9% | 0.01% | -91.9% |
| Q4 2022 | $1,104 | -99.5% | 26,996 | +350.5% | 0.06% | +313.3% |
| Q3 2022 | $239,000 | -34.7% | 5,992 | -33.6% | 0.02% | 0.0% |
| Q2 2022 | $366,000 | -44.2% | 9,023 | -39.6% | 0.02% | -16.7% |
| Q1 2022 | $656,000 | -14.4% | 14,927 | -11.7% | 0.02% | +5.9% |
| Q4 2021 | $766,000 | +2.0% | 16,905 | +2.8% | 0.02% | -15.0% |
| Q3 2021 | $751,000 | -19.6% | 16,437 | -18.9% | 0.02% | -20.0% |
| Q2 2021 | $934,000 | -9.2% | 20,276 | -9.7% | 0.02% | -7.4% |
| Q1 2021 | $1,029,000 | – | 22,461 | – | 0.03% | – |
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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% |