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 | $2,462 | -34.0% | 60 | -33.3% | 0.00% | -100.0% |
| Q2 2023 | $3,731 | +49.2% | 90 | +50.0% | 0.00% | – |
| Q1 2023 | $2,501 | -57.8% | 60 | -58.6% | 0.00% | -100.0% |
| Q4 2022 | $5,929 | -87.1% | 145 | -87.5% | 0.00% | -87.5% |
| Q3 2022 | $46,000 | 0.0% | 1,156 | +1.0% | 0.01% | +14.3% |
| Q2 2022 | $46,000 | -8.0% | 1,144 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $50,000 | -2.0% | 1,132 | +0.6% | 0.01% | +16.7% |
| Q4 2021 | $51,000 | +34.2% | 1,125 | +35.2% | 0.01% | +20.0% |
| Q3 2021 | $38,000 | 0.0% | 832 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $38,000 | +18.8% | 823 | +17.7% | 0.01% | 0.0% |
| Q1 2021 | $32,000 | +6.7% | 699 | +5.6% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +20.0% | 662 | +14.3% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +92.3% | 579 | +92.4% | 0.01% | +66.7% |
| Q2 2020 | $13,000 | +550.0% | 301 | +401.7% | 0.00% | +200.0% |
| Q1 2020 | $2,000 | – | 60 | – | 0.00% | – |
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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% |