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 | $420,270 | -1.0% | 10,243 | 0.0% | 0.60% | +1.2% |
| Q2 2023 | $424,572 | -32.1% | 10,243 | -31.7% | 0.59% | -2.9% |
| Q1 2023 | $624,950 | +3.4% | 14,994 | +1.5% | 0.61% | +7.8% |
| Q4 2022 | $604,278 | -11.0% | 14,778 | -13.1% | 0.57% | +24.6% |
| Q3 2022 | $679,000 | -17.8% | 17,011 | -16.6% | 0.46% | -39.1% |
| Q2 2022 | $826,000 | -55.2% | 20,386 | -51.2% | 0.75% | -46.9% |
| Q1 2022 | $1,843,000 | +6.9% | 41,805 | +9.8% | 1.41% | +11.7% |
| Q4 2021 | $1,724,000 | – | 38,083 | – | 1.26% | – |
Download | ||||||
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% |