ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,448,546 | +28.5% | 59,677 | +29.8% | 0.07% | +29.1% |
| Q2 2023 | $1,906,160 | +37.5% | 45,987 | +38.2% | 0.06% | +31.0% |
| Q1 2023 | $1,386,651 | +116425.3% | 33,269 | +14.3% | 0.04% | +13.5% |
| Q4 2022 | $1,190 | -99.9% | 29,108 | -51.2% | 0.04% | -9.8% |
| Q3 2022 | $1,191,190 | -17.7% | 59,602 | +67.0% | 0.04% | -16.3% |
| Q2 2022 | $1,447,000 | -30.3% | 35,692 | -24.4% | 0.05% | -36.4% |
| Q1 2022 | $2,076,000 | +3.7% | 47,220 | +6.9% | 0.08% | +8.5% |
| Q4 2021 | $2,002,000 | +15.4% | 44,187 | +16.4% | 0.07% | +7.6% |
| Q3 2021 | $1,735,000 | +46.5% | 37,947 | +47.7% | 0.07% | +50.0% |
| Q2 2021 | $1,184,000 | +139.2% | 25,700 | +138.0% | 0.04% | +120.0% |
| Q1 2021 | $495,000 | – | 10,800 | – | 0.02% | – |
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% |