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 | $694,230 | -68.7% | 16,920 | -68.4% | 0.20% | -36.9% |
| Q2 2023 | $2,216,176 | -65.9% | 53,466 | -66.3% | 0.31% | -84.3% |
| Q1 2023 | $6,493,445 | 0.0% | 158,803 | 0.0% | 1.96% | 0.0% |
| Q4 2022 | $6,493,445 | -12.8% | 158,803 | -14.8% | 1.96% | -19.9% |
| Q3 2022 | $7,443,000 | +8.4% | 186,347 | +10.0% | 2.45% | +15.1% |
| Q2 2022 | $6,868,000 | -66.9% | 169,378 | -64.1% | 2.13% | -24.3% |
| Q1 2022 | $20,746,000 | +2363.9% | 471,932 | +2437.7% | 2.81% | +1150.2% |
| Q4 2021 | $842,000 | -32.7% | 18,597 | -32.1% | 0.22% | -35.2% |
| Q3 2021 | $1,252,000 | – | 27,394 | – | 0.35% | – |
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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% |