ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $207,000 | -58.9% | 5,195 | -53.2% | 0.00% | – |
| Q4 2020 | $504,000 | +37.7% | 11,096 | +33.3% | 0.00% | – |
| Q3 2020 | $366,000 | -19.9% | 8,325 | -21.9% | 0.00% | – |
| Q2 2020 | $457,000 | +3.9% | 10,654 | -1.0% | 0.00% | -100.0% |
| Q1 2020 | $440,000 | -13.7% | 10,766 | -2.0% | 0.00% | 0.0% |
| Q4 2019 | $510,000 | +0.2% | 10,989 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $509,000 | +5.2% | 10,945 | +5.6% | 0.00% | 0.0% |
| Q2 2019 | $484,000 | -45.9% | 10,369 | -47.1% | 0.00% | 0.0% |
| Q1 2019 | $895,000 | +108.6% | 19,609 | +103.5% | 0.00% | 0.0% |
| Q4 2018 | $429,000 | +7.5% | 9,634 | +13.7% | 0.00% | – |
| Q3 2018 | $399,000 | +34.3% | 8,472 | +33.2% | 0.00% | – |
| Q2 2018 | $297,000 | -1.3% | 6,362 | -1.0% | 0.00% | – |
| Q1 2018 | $301,000 | – | 6,426 | – | 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% |