ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,590,429 | -14.7% | 38,763 | -13.8% | 0.07% | -8.6% |
| Q2 2023 | $1,864,900 | -38.4% | 44,992 | -38.1% | 0.08% | -41.7% |
| Q1 2023 | $3,029,198 | -28.9% | 72,678 | -30.3% | 0.14% | -31.9% |
| Q4 2022 | $4,261,926 | -29.5% | 104,229 | -31.1% | 0.20% | -31.1% |
| Q3 2022 | $6,046,000 | -18.3% | 151,384 | -17.0% | 0.30% | -9.5% |
| Q2 2022 | $7,400,000 | -19.5% | 182,493 | -12.7% | 0.33% | -1.5% |
| Q1 2022 | $9,187,000 | -57.3% | 208,989 | -56.0% | 0.33% | -55.1% |
| Q4 2021 | $21,500,000 | +33.5% | 474,619 | +34.7% | 0.74% | +23.0% |
| Q3 2021 | $16,099,000 | +6809.4% | 352,272 | +6069.4% | 0.60% | +4192.9% |
| Q1 2020 | $233,000 | -19.7% | 5,710 | -8.5% | 0.01% | 0.0% |
| Q4 2019 | $290,000 | -33.3% | 6,240 | -33.4% | 0.01% | -39.1% |
| Q3 2019 | $435,000 | – | 9,363 | – | 0.02% | – |
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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% |