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 | $191,774 | -1.4% | 4,674 | -0.4% | 0.11% | +0.9% |
| Q2 2023 | $194,442 | -12.9% | 4,691 | -12.4% | 0.11% | -29.9% |
| Q1 2023 | $223,238 | -1.2% | 5,356 | +7.6% | 0.15% | +133.3% |
| Q4 2021 | $226,000 | -28.9% | 4,980 | -28.4% | 0.07% | -18.5% |
| Q3 2021 | $318,000 | +1.9% | 6,952 | +2.6% | 0.08% | -4.7% |
| Q2 2021 | $312,000 | +8.7% | 6,775 | +8.1% | 0.08% | -12.4% |
| Q1 2021 | $287,000 | +11.2% | 6,268 | +10.3% | 0.10% | -10.2% |
| Q4 2020 | $258,000 | +3.6% | 5,681 | +0.4% | 0.11% | -10.7% |
| Q3 2020 | $249,000 | – | 5,660 | – | 0.12% | – |
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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% |