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 2021 | $529,000 | -1.1% | 11,576 | -0.3% | 0.04% | -2.8% |
| Q2 2021 | $535,000 | +0.8% | 11,613 | +0.3% | 0.04% | -7.7% |
| Q1 2021 | $531,000 | -61.2% | 11,581 | -61.5% | 0.04% | -62.9% |
| Q4 2020 | $1,367,000 | -77.9% | 30,090 | -78.3% | 0.10% | -80.6% |
| Q3 2020 | $6,199,000 | +3.9% | 138,625 | -0.4% | 0.54% | -5.7% |
| Q2 2020 | $5,967,000 | +459.2% | 139,118 | +432.9% | 0.57% | +366.7% |
| Q1 2020 | $1,067,000 | -82.4% | 26,106 | -80.0% | 0.12% | -78.3% |
| Q4 2019 | $6,051,000 | +807.2% | 130,319 | +808.2% | 0.57% | +697.2% |
| Q3 2019 | $667,000 | +15.4% | 14,349 | +16.0% | 0.07% | +18.3% |
| Q2 2019 | $578,000 | +10.9% | 12,367 | +10.8% | 0.06% | +5.3% |
| Q1 2019 | $521,000 | – | 11,160 | – | 0.06% | – |
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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% |