ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $27 | -71.3% | 645 | -71.6% | 0.00% | -50.0% |
| Q1 2023 | $94 | +104.3% | 2,270 | +100.0% | 0.00% | +100.0% |
| Q4 2022 | $46 | -99.9% | 1,135 | +30.5% | 0.00% | 0.0% |
| Q2 2022 | $35,000 | -52.7% | 870 | -47.9% | 0.00% | 0.0% |
| Q1 2022 | $74,000 | +1133.3% | 1,670 | +1184.6% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | +20.0% | 130 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -16.7% | 130 | 0.0% | 0.00% | – |
| Q4 2019 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q3 2019 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q1 2019 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q1 2018 | $6,000 | -99.6% | 130 | -99.6% | 0.00% | -100.0% |
| Q4 2017 | $1,613,000 | +26783.3% | 34,230 | +26230.8% | 0.04% | – |
| Q3 2017 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2017 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q1 2017 | $6,000 | – | 130 | – | 0.00% | – |
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% |