ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,348 | +13.4% | 10,123 | +14.5% | 0.01% | +25.0% |
| Q2 2023 | $366,365 | +0.3% | 8,839 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $365,154 | -88.7% | 8,761 | -88.9% | 0.00% | -90.7% |
| Q4 2022 | $3,218,067 | +725.1% | 78,701 | +706.9% | 0.04% | +616.7% |
| Q3 2022 | $390,000 | +8.3% | 9,753 | +9.8% | 0.01% | +20.0% |
| Q2 2022 | $360,000 | -10.0% | 8,886 | -1.6% | 0.01% | 0.0% |
| Q1 2022 | $400,000 | -2.2% | 9,031 | -0.0% | 0.01% | -16.7% |
| Q4 2021 | $409,000 | +2.5% | 9,033 | +3.1% | 0.01% | -14.3% |
| Q3 2021 | $399,000 | -25.6% | 8,764 | -24.8% | 0.01% | -30.0% |
| Q2 2021 | $536,000 | -10.7% | 11,654 | -11.3% | 0.01% | -23.1% |
| Q1 2021 | $600,000 | -28.1% | 13,138 | -28.5% | 0.01% | -35.0% |
| Q4 2020 | $834,000 | +16.0% | 18,372 | +12.2% | 0.02% | +66.7% |
| Q3 2020 | $719,000 | +132.7% | 16,378 | +126.7% | 0.01% | +33.3% |
| Q2 2020 | $309,000 | +51.5% | 7,225 | +45.0% | 0.01% | +50.0% |
| Q1 2020 | $204,000 | -12.1% | 4,982 | +0.0% | 0.01% | +20.0% |
| Q4 2019 | $232,000 | – | 4,981 | – | 0.01% | – |
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% |