ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,219 | -88.2% | 5,611 | -88.0% | 0.00% | -94.9% |
| Q1 2023 | $1,955,417 | +203.6% | 46,915 | +195.2% | 0.04% | +69.6% |
| Q2 2022 | $644,000 | +21.7% | 15,893 | +32.0% | 0.02% | +21.1% |
| Q1 2022 | $529,000 | +133.0% | 12,038 | +140.2% | 0.02% | +90.0% |
| Q4 2021 | $227,000 | -74.2% | 5,012 | -74.0% | 0.01% | -61.5% |
| Q3 2021 | $881,000 | -50.0% | 19,279 | -49.6% | 0.03% | -50.9% |
| Q2 2021 | $1,763,000 | -11.9% | 38,276 | -12.4% | 0.05% | -52.3% |
| Q1 2021 | $2,001,000 | +116.1% | 43,691 | +114.4% | 0.11% | +404.5% |
| Q4 2020 | $926,000 | -13.5% | 20,381 | -15.2% | 0.02% | +69.2% |
| Q4 2018 | $1,071,000 | – | 24,045 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EXELON CORP | 840,020 | $38,053,000 | 27.78% |
| Donoghue Forlines LLC | 1,050,971 | $47,609,000 | 8.05% |
| Divergent Planning, LLC | 210,559 | $9,526,000 | 6.97% |
| Thrive Capital Management, LLC | 220,289 | $9,979,000 | 6.50% |
| Clearwater Capital Advisors, LLC | 1,230,875 | $55,759,000 | 6.15% |
| Sound Income Strategies, LLC | 1,081,764 | $49,004,000 | 5.77% |
| B, B, H, & B INC. | 151,453 | $6,861,000 | 5.72% |
| Kathmere Capital Management, LLC | 695,809 | $31,520,000 | 5.47% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 161,492 | $7,316,000 | 5.12% |
| Regal Wealth Group, Inc. | 193,269 | $8,755,000 | 4.93% |