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 | $9,538 | +8.7% | 232,456 | +9.8% | 0.04% | +12.5% |
| Q2 2023 | $8,777 | -7.2% | 211,738 | -6.7% | 0.04% | -13.0% |
| Q1 2023 | $9,463 | -37.2% | 227,034 | -38.4% | 0.05% | -41.0% |
| Q4 2022 | $15,074 | -99.6% | 368,642 | +309.0% | 0.08% | +290.0% |
| Q3 2022 | $3,600,000 | +23.2% | 90,134 | +25.1% | 0.02% | +25.0% |
| Q2 2022 | $2,923,000 | -11.8% | 72,072 | -4.4% | 0.02% | +6.7% |
| Q1 2022 | $3,313,000 | -25.2% | 75,359 | -23.0% | 0.02% | -25.0% |
| Q4 2021 | $4,432,000 | -13.6% | 97,842 | -12.8% | 0.02% | -20.0% |
| Q3 2021 | $5,127,000 | -6.4% | 112,179 | -5.7% | 0.02% | -3.8% |
| Q2 2021 | $5,480,000 | +44.8% | 118,986 | +44.0% | 0.03% | +23.8% |
| Q1 2021 | $3,785,000 | -42.1% | 82,614 | -42.6% | 0.02% | -44.7% |
| Q4 2020 | $6,540,000 | +22.6% | 143,916 | +18.6% | 0.04% | +5.6% |
| Q3 2020 | $5,333,000 | +25.0% | 121,335 | +22.0% | 0.04% | +12.5% |
| Q2 2020 | $4,265,000 | +63.9% | 99,451 | +56.2% | 0.03% | +28.0% |
| Q1 2020 | $2,602,000 | -18.8% | 63,677 | -7.8% | 0.02% | 0.0% |
| Q4 2019 | $3,206,000 | +22.8% | 69,053 | +22.9% | 0.02% | +8.7% |
| Q3 2019 | $2,611,000 | +34.4% | 56,165 | +35.0% | 0.02% | +27.8% |
| Q2 2019 | $1,943,000 | +42.2% | 41,616 | +42.3% | 0.02% | +38.5% |
| Q1 2019 | $1,366,000 | +13.1% | 29,235 | +7.8% | 0.01% | 0.0% |
| Q4 2018 | $1,208,000 | +6.7% | 27,108 | +12.8% | 0.01% | +18.2% |
| Q3 2018 | $1,132,000 | +45.3% | 24,038 | +43.9% | 0.01% | +37.5% |
| Q2 2018 | $779,000 | +26.5% | 16,707 | +26.9% | 0.01% | +14.3% |
| Q1 2018 | $616,000 | +14.5% | 13,169 | +15.3% | 0.01% | +16.7% |
| Q4 2017 | $538,000 | +20.4% | 11,425 | +22.3% | 0.01% | 0.0% |
| Q3 2017 | $447,000 | -3.9% | 9,343 | -3.8% | 0.01% | -14.3% |
| Q2 2017 | $465,000 | +35.6% | 9,712 | +35.1% | 0.01% | +16.7% |
| Q1 2017 | $343,000 | – | 7,189 | – | 0.01% | – |
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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% |