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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $182,000 | -18.0% | 4,135 | -15.5% | 0.01% | -17.6% |
| Q4 2021 | $222,000 | -60.6% | 4,891 | -60.3% | 0.02% | -63.8% |
| Q3 2021 | $563,000 | +64.1% | 12,309 | +65.1% | 0.05% | +62.1% |
| Q2 2021 | $343,000 | -68.1% | 7,455 | -68.2% | 0.03% | -72.6% |
| Q1 2021 | $1,075,000 | -25.8% | 23,473 | -26.3% | 0.11% | -30.3% |
| Q4 2020 | $1,448,000 | +23.7% | 31,861 | +19.6% | 0.15% | -6.2% |
| Q3 2020 | $1,171,000 | +1919.0% | 26,645 | +2035.0% | 0.16% | +1925.0% |
| Q2 2018 | $58,000 | – | 1,248 | – | 0.01% | – |
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% |