ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 215 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,216,441 | +2046.8% | 419,606 | +2068.7% | 0.00% | – |
| Q2 2023 | $801,975 | -8.1% | 19,348 | -7.6% | 0.00% | – |
| Q1 2023 | $873,000 | +89163.8% | 20,943 | -12.4% | 0.00% | – |
| Q4 2022 | $978 | -99.9% | 23,912 | -44.9% | 0.00% | – |
| Q3 2022 | $1,733,000 | -67.3% | 43,400 | -66.8% | 0.00% | -100.0% |
| Q2 2022 | $5,296,000 | +23.4% | 130,621 | +33.8% | 0.00% | 0.0% |
| Q1 2022 | $4,292,000 | +37.8% | 97,630 | +42.0% | 0.00% | – |
| Q4 2021 | $3,115,000 | -19.0% | 68,760 | -18.3% | 0.00% | – |
| Q3 2021 | $3,844,000 | -10.6% | 84,116 | -9.9% | 0.00% | -100.0% |
| Q2 2021 | $4,302,000 | -69.7% | 93,398 | -69.8% | 0.00% | -50.0% |
| Q1 2021 | $14,176,000 | +18.6% | 309,448 | +17.6% | 0.00% | 0.0% |
| Q4 2020 | $11,953,000 | +7.4% | 263,056 | +3.4% | 0.00% | 0.0% |
| Q3 2020 | $11,132,000 | +25.6% | 254,325 | +23.0% | 0.00% | 0.0% |
| Q2 2020 | $8,865,000 | +156.0% | 206,698 | +143.9% | 0.00% | +100.0% |
| Q1 2020 | $3,463,000 | +183.9% | 84,730 | +222.6% | 0.00% | – |
| Q4 2019 | $1,220,000 | -79.6% | 26,265 | -79.6% | 0.00% | -100.0% |
| Q3 2019 | $5,993,000 | +9.9% | 128,900 | +10.4% | 0.00% | 0.0% |
| Q2 2019 | $5,454,000 | +7.6% | 116,744 | +7.5% | 0.00% | 0.0% |
| Q1 2019 | $5,071,000 | +27.2% | 108,570 | +21.3% | 0.00% | 0.0% |
| Q4 2018 | $3,986,000 | +14.5% | 89,481 | +21.0% | 0.00% | 0.0% |
| Q3 2018 | $3,482,000 | +1.5% | 73,956 | +0.6% | 0.00% | 0.0% |
| Q2 2018 | $3,429,000 | +85625.0% | 73,551 | +82541.6% | 0.00% | – |
| Q2 2017 | $4,000 | -42.9% | 89 | -44.4% | 0.00% | – |
| Q2 2016 | $7,000 | – | 160 | – | 0.00% | – |
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% |