ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $903 | -55.0% | 22,000 | -54.7% | 0.00% | -60.0% |
Q1 2023 | $2,008 | -54.9% | 48,613 | -55.4% | 0.01% | -58.3% |
Q4 2022 | $4,452 | -99.4% | 108,893 | +467.9% | 0.01% | +500.0% |
Q3 2022 | $767,000 | -34.4% | 19,175 | -33.4% | 0.00% | -33.3% |
Q2 2022 | $1,169,000 | +21.9% | 28,807 | +32.0% | 0.00% | +50.0% |
Q1 2022 | $959,000 | -81.4% | 21,825 | -80.5% | 0.00% | -80.0% |
Q4 2021 | $5,162,000 | -1.5% | 112,076 | -2.2% | 0.01% | -9.1% |
Q3 2021 | $5,240,000 | +1.5% | 114,654 | +2.3% | 0.01% | 0.0% |
Q2 2021 | $5,162,000 | +10.3% | 112,076 | +9.7% | 0.01% | +10.0% |
Q1 2021 | $4,679,000 | -76.0% | 102,145 | -76.2% | 0.01% | -77.8% |
Q4 2020 | $19,488,000 | +24.7% | 428,868 | +20.6% | 0.04% | +7.1% |
Q3 2020 | $15,634,000 | +76.2% | 355,722 | +63.8% | 0.04% | +55.6% |
Q2 2020 | $8,874,000 | 0.0% | 217,129 | 0.0% | 0.03% | -15.6% |
Q1 2020 | $8,874,000 | +1180.5% | 217,129 | +1357.9% | 0.03% | +1500.0% |
Q3 2019 | $693,000 | -11.0% | 14,893 | -10.7% | 0.00% | 0.0% |
Q2 2019 | $779,000 | -13.2% | 16,684 | -13.1% | 0.00% | -33.3% |
Q1 2019 | $897,000 | -32.0% | 19,200 | -31.5% | 0.00% | -40.0% |
Q4 2018 | $1,320,000 | 0.0% | 28,042 | 0.0% | 0.01% | +25.0% |
Q3 2018 | $1,320,000 | +1.0% | 28,042 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $1,307,000 | -19.7% | 28,042 | -19.4% | 0.00% | -33.3% |
Q1 2018 | $1,628,000 | -37.0% | 34,800 | -36.5% | 0.01% | -33.3% |
Q4 2017 | $2,583,000 | +35.8% | 54,788 | +37.8% | 0.01% | +28.6% |
Q3 2017 | $1,902,000 | +137.8% | 39,768 | +138.1% | 0.01% | +133.3% |
Q2 2017 | $800,000 | – | 16,700 | – | 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% |