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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $71,844 | -3.3% | 1,751 | -2.3% | 0.02% | -13.6% |
| Q2 2023 | $74,278 | -17.0% | 1,792 | -16.5% | 0.02% | -18.5% |
| Q1 2023 | $89,487 | +2.0% | 2,147 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $87,769 | +0.1% | 2,147 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $87,705 | +0.7% | 2,147 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $87,061 | -15.0% | 2,147 | -7.8% | 0.03% | -12.5% |
| Q1 2022 | $102,383 | -15.0% | 2,329 | -12.5% | 0.03% | -17.9% |
| Q4 2021 | $120,482 | -0.6% | 2,662 | 0.0% | 0.04% | -11.4% |
| Q3 2021 | $121,254 | -1.1% | 2,662 | 0.0% | 0.04% | -20.0% |
| Q2 2021 | $122,612 | +0.5% | 2,662 | 0.0% | 0.06% | -14.1% |
| Q1 2021 | $121,946 | -58.7% | 2,662 | -59.0% | 0.06% | -64.0% |
| Q4 2020 | $295,042 | – | 6,493 | – | 0.18% | – |
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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% |