ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $861,917 | +93181.1% | 21,007 | -5.7% | 0.03% | -3.7% |
Q2 2023 | $924 | -1.6% | 22,288 | -1.0% | 0.03% | -10.0% |
Q1 2023 | $939 | +2.2% | 22,519 | +0.2% | 0.03% | -3.2% |
Q4 2022 | $919 | -99.9% | 22,480 | -2.8% | 0.03% | -8.8% |
Q3 2022 | $924,000 | +8.5% | 23,130 | +10.2% | 0.03% | +13.3% |
Q2 2022 | $852,000 | -48.4% | 20,997 | -44.1% | 0.03% | -41.2% |
Q1 2022 | $1,651,000 | +79.7% | 37,565 | +85.3% | 0.05% | +88.9% |
Q4 2021 | $919,000 | -23.0% | 20,277 | -22.4% | 0.03% | -32.5% |
Q3 2021 | $1,194,000 | +14.8% | 26,124 | +15.7% | 0.04% | +14.3% |
Q2 2021 | $1,040,000 | +1.1% | 22,580 | +0.5% | 0.04% | -2.8% |
Q1 2021 | $1,029,000 | +15.7% | 22,466 | +14.8% | 0.04% | +5.9% |
Q4 2020 | $889,000 | +3.9% | 19,565 | +0.4% | 0.03% | -8.1% |
Q3 2020 | $856,000 | +5.2% | 19,485 | +2.7% | 0.04% | -5.1% |
Q2 2020 | $814,000 | +4.9% | 18,979 | 0.0% | 0.04% | -15.2% |
Q1 2020 | $776,000 | +72.1% | 18,979 | +95.5% | 0.05% | +109.1% |
Q4 2019 | $451,000 | 0.0% | 9,706 | 0.0% | 0.02% | -4.3% |
Q3 2019 | $451,000 | -0.4% | 9,706 | 0.0% | 0.02% | -8.0% |
Q2 2019 | $453,000 | -2.2% | 9,706 | -2.0% | 0.02% | -7.4% |
Q1 2019 | $463,000 | – | 9,908 | – | 0.03% | – |
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% |