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 | $267,762 | -3.4% | 6,526 | -2.4% | 0.02% | 0.0% |
| Q2 2023 | $277,259 | -6.7% | 6,689 | -6.1% | 0.02% | -11.1% |
| Q1 2023 | $297,012 | -62.1% | 7,126 | -62.9% | 0.03% | -64.9% |
| Q4 2022 | $784,578 | +1469.2% | 19,188 | +1446.2% | 0.08% | +1440.0% |
| Q3 2022 | $50,000 | -47.9% | 1,241 | -47.7% | 0.01% | -44.4% |
| Q2 2022 | $96,000 | -12.7% | 2,375 | -4.8% | 0.01% | +28.6% |
| Q1 2022 | $110,000 | -20.9% | 2,494 | -18.5% | 0.01% | -22.2% |
| Q4 2021 | $139,000 | -12.6% | 3,059 | -11.9% | 0.01% | -18.2% |
| Q3 2021 | $159,000 | +18.7% | 3,472 | +19.0% | 0.01% | +22.2% |
| Q2 2021 | $134,000 | -17.3% | 2,917 | -17.5% | 0.01% | -25.0% |
| Q1 2021 | $162,000 | -85.7% | 3,534 | -85.9% | 0.01% | -87.0% |
| Q4 2020 | $1,136,000 | -25.5% | 25,002 | -28.0% | 0.09% | -29.8% |
| Q3 2020 | $1,525,000 | -49.9% | 34,702 | -51.1% | 0.13% | -46.5% |
| Q2 2020 | $3,044,000 | +15.0% | 70,974 | +9.6% | 0.24% | +0.4% |
| Q1 2020 | $2,646,000 | +252.3% | 64,748 | +300.5% | 0.24% | +281.2% |
| Q4 2019 | $751,000 | +2.5% | 16,166 | +2.5% | 0.06% | -4.5% |
| Q3 2019 | $733,000 | +1.7% | 15,771 | +2.2% | 0.07% | -16.2% |
| Q2 2019 | $721,000 | -23.9% | 15,434 | -24.0% | 0.08% | -31.0% |
| Q1 2019 | $948,000 | +4414.3% | 20,305 | +4248.0% | 0.12% | +3766.7% |
| Q4 2018 | $21,000 | -4.5% | 467 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | -52.2% | 467 | -53.1% | 0.00% | -50.0% |
| Q2 2018 | $46,000 | – | 996 | – | 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% |