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 | $208,843 | -90.4% | 5,090 | -90.3% | 0.02% | -89.8% |
Q2 2023 | $2,179,856 | -0.8% | 52,590 | -0.2% | 0.18% | -2.2% |
Q1 2023 | $2,197,370 | -0.2% | 52,720 | -2.0% | 0.18% | -7.2% |
Q4 2022 | $2,200,700 | +105.3% | 53,820 | +100.6% | 0.20% | +85.7% |
Q3 2022 | $1,072,000 | +91.4% | 26,832 | +94.2% | 0.10% | +105.9% |
Q2 2022 | $560,000 | -7.7% | 13,815 | 0.0% | 0.05% | +8.5% |
Q1 2022 | $607,000 | +72.9% | 13,815 | +78.4% | 0.05% | +88.0% |
Q4 2021 | $351,000 | – | 7,745 | – | 0.02% | – |
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% |