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 | $12,924 | -99.6% | 315 | -99.6% | 0.00% | -100.0% |
| Q2 2023 | $3,340,290 | +25342.1% | 80,586 | +25482.9% | 0.00% | – |
| Q1 2023 | $13,129 | -24.1% | 315 | -25.5% | 0.00% | – |
| Q4 2022 | $17,296 | +1.7% | 423 | 0.0% | 0.00% | – |
| Q3 2022 | $17,000 | -22.7% | 423 | -21.7% | 0.00% | – |
| Q2 2022 | $22,000 | +100.0% | 540 | +110.1% | 0.00% | – |
| Q1 2022 | $11,000 | -77.6% | 257 | -76.0% | 0.00% | – |
| Q2 2021 | $49,000 | -41.0% | 1,072 | -40.6% | 0.00% | – |
| Q1 2021 | $83,000 | -19.4% | 1,805 | -20.6% | 0.00% | – |
| Q4 2020 | $103,000 | +9.6% | 2,272 | +6.1% | 0.00% | – |
| Q3 2020 | $94,000 | -52.0% | 2,142 | -53.0% | 0.00% | – |
| Q2 2020 | $196,000 | +98.0% | 4,562 | +88.7% | 0.00% | – |
| Q1 2020 | $99,000 | +147.5% | 2,417 | +177.2% | 0.00% | – |
| Q4 2019 | $40,000 | -2.4% | 872 | 0.0% | 0.00% | – |
| Q3 2019 | $41,000 | -41.4% | 872 | -41.6% | 0.00% | – |
| Q2 2019 | $70,000 | -45.7% | 1,492 | -45.8% | 0.00% | – |
| Q1 2019 | $129,000 | -41.1% | 2,755 | -44.1% | 0.00% | – |
| Q4 2018 | $219,000 | -15.1% | 4,926 | -10.0% | 0.00% | – |
| Q3 2018 | $258,000 | +23.4% | 5,476 | +22.0% | 0.00% | – |
| Q2 2018 | $209,000 | +161.2% | 4,487 | +163.5% | 0.00% | – |
| Q1 2018 | $80,000 | +11.1% | 1,703 | +12.0% | 0.00% | – |
| Q4 2017 | $72,000 | -67.3% | 1,521 | -66.9% | 0.00% | – |
| Q3 2017 | $220,000 | +27.9% | 4,595 | +27.9% | 0.00% | – |
| Q2 2017 | $172,000 | +21.1% | 3,592 | +21.3% | 0.00% | – |
| Q1 2017 | $142,000 | +246.3% | 2,962 | +243.6% | 0.00% | – |
| Q4 2016 | $41,000 | 0.0% | 862 | 0.0% | 0.00% | – |
| Q3 2016 | $41,000 | – | 862 | – | 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% |