ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 132 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,770,814 | -2.1% | 43,159 | -1.1% | 0.06% | +1.7% |
Q2 2023 | $1,809,168 | -0.6% | 43,647 | -0.0% | 0.06% | -4.8% |
Q1 2023 | $1,819,249 | +94455.6% | 43,648 | -7.2% | 0.06% | -10.1% |
Q4 2022 | $1,924 | -99.9% | 47,036 | +0.5% | 0.07% | -5.5% |
Q3 2022 | $1,870,000 | +8.5% | 46,800 | +10.1% | 0.07% | +15.9% |
Q2 2022 | $1,724,000 | -6.5% | 42,515 | +1.4% | 0.06% | +10.5% |
Q1 2022 | $1,843,000 | -2.4% | 41,922 | +0.5% | 0.06% | +1.8% |
Q4 2021 | $1,889,000 | +14.6% | 41,710 | +15.6% | 0.06% | -17.6% |
Q3 2021 | $1,648,000 | +7.4% | 36,076 | +8.3% | 0.07% | +6.2% |
Q2 2021 | $1,535,000 | +7.0% | 33,323 | +6.4% | 0.06% | +3.2% |
Q1 2021 | $1,435,000 | -3.6% | 31,317 | -4.4% | 0.06% | -8.8% |
Q4 2020 | $1,488,000 | +0.7% | 32,752 | -2.5% | 0.07% | -10.5% |
Q3 2020 | $1,477,000 | +4.2% | 33,589 | +1.7% | 0.08% | +1.3% |
Q2 2020 | $1,417,000 | +9.0% | 33,031 | +3.9% | 0.08% | -5.1% |
Q1 2020 | $1,300,000 | -12.1% | 31,787 | -0.2% | 0.08% | +11.3% |
Q4 2019 | $1,479,000 | -2.7% | 31,856 | -2.6% | 0.07% | -9.0% |
Q3 2019 | $1,520,000 | +8.0% | 32,704 | +8.5% | 0.08% | +4.0% |
Q2 2019 | $1,407,000 | +2.3% | 30,145 | +2.4% | 0.08% | +1.4% |
Q1 2019 | $1,375,000 | -12.5% | 29,438 | -16.5% | 0.07% | -21.3% |
Q4 2018 | $1,572,000 | -13.5% | 35,275 | -8.7% | 0.09% | -1.1% |
Q3 2018 | $1,818,000 | +3.8% | 38,620 | +2.7% | 0.10% | -57.2% |
Q2 2018 | $1,752,000 | +2.5% | 37,594 | +2.9% | 0.22% | +1.4% |
Q1 2018 | $1,709,000 | +0.6% | 36,522 | +1.3% | 0.22% | +1.9% |
Q4 2017 | $1,699,000 | +6.9% | 36,046 | +8.5% | 0.22% | +2.4% |
Q3 2017 | $1,589,000 | +465.5% | 33,212 | +466.0% | 0.21% | +425.0% |
Q2 2017 | $281,000 | – | 5,868 | – | 0.04% | – |
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% |