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 | $13,971,207 | -28.7% | 340,512 | -28.0% | 0.02% | -28.0% |
| Q2 2023 | $19,596,772 | +52.0% | 472,781 | +52.9% | 0.02% | +38.9% |
| Q1 2023 | $12,890,915 | +106.8% | 309,283 | +102.9% | 0.02% | +80.0% |
| Q4 2022 | $6,232,658 | -99.5% | 152,425 | +440.8% | 0.01% | +400.0% |
| Q1 2022 | $1,239,013,000 | -32.5% | 28,185 | -30.5% | 0.00% | -33.3% |
| Q4 2021 | $1,836,553,000 | +394010.1% | 40,542 | +405320.0% | 0.00% | – |
| Q2 2018 | $466,000 | -0.4% | 10 | 0.0% | 0.00% | – |
| Q1 2018 | $468,000 | – | 10 | – | 0.00% | – |
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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% |