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 | $251,432 | +0.9% | 6,128 | +2.0% | 0.02% | 0.0% |
| Q2 2023 | $249,115 | -7.8% | 6,010 | -7.3% | 0.02% | -11.1% |
| Q1 2023 | $270,086 | +6.8% | 6,480 | +16.0% | 0.02% | +12.5% |
| Q4 2021 | $253,000 | -0.8% | 5,585 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $255,000 | -15.3% | 5,585 | -14.5% | 0.02% | -10.5% |
| Q2 2021 | $301,000 | -22.2% | 6,530 | -22.7% | 0.02% | -34.5% |
| Q1 2021 | $387,000 | -9.2% | 8,450 | -9.8% | 0.03% | -14.7% |
| Q4 2020 | $426,000 | +76.8% | 9,370 | +71.1% | 0.03% | +54.5% |
| Q3 2020 | $241,000 | +15.3% | 5,475 | +22.8% | 0.02% | +214.3% |
| Q1 2018 | $209,000 | – | 4,457 | – | 0.01% | – |
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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% |