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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,555,000 | -44.1% | 34,321 | -43.6% | 0.06% | -47.7% |
| Q3 2021 | $2,782,000 | -5.1% | 60,880 | -4.3% | 0.11% | -9.2% |
| Q2 2021 | $2,931,000 | +7.3% | 63,627 | +6.7% | 0.12% | -7.0% |
| Q1 2021 | $2,731,000 | -24.7% | 59,608 | -25.3% | 0.13% | -27.5% |
| Q4 2020 | $3,627,000 | +5.8% | 79,814 | +2.4% | 0.18% | -7.8% |
| Q3 2020 | $3,427,000 | +4.7% | 77,981 | +2.2% | 0.19% | -3.5% |
| Q2 2020 | $3,272,000 | -45.9% | 76,297 | -41.4% | 0.20% | -58.3% |
| Q4 2019 | $6,047,000 | – | 130,238 | – | 0.48% | – |
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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% |